Common Sense Financial Employee Directory
Financial ServicesNew York, United States11-50 Employees
Common Sense Financial is a financial services firm based in Henrietta, New York, that specializes in succession planning for financial advisors. Its work centers on developing complete succession plans to protect clients, the advisors and their families, as well as the OSJs and B/Ds with whom they operate. The firm notes that many advisory practices lack formal succession plans, creating risk when unforeseen events occur. To address this, it conducts workshops and seminars that tackle difficult questions and explore practical steps to safeguard a practice. For OSJs and B/Ds, these offerings can support recruiting efforts by providing substantive guidance to prospective representatives.
1-888-653-2347 
support@leadiq.com 
