As a Financial Advisor, it takes a tremendous amount of time and energy to make your business successful. As a result, it is often one of your proudest achievements. That’s why it can be difficult for you to consider something that is so completely foreign – planning for succession
A pragmatic look at the trends and realities of succession planning in the financial services industry reveals:
The sobering fact is this – every Firm will transition at some point. A lack of planning for it, however, jeopardizes the sustainability, viability, and stability of your Firm TODAY.