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Succession Planning

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  • Rising interest in financial-planning grads

    The financial advice industry faces shortages, but colleges are launching degree programs in financial planning to fill the training gap.

  • Finding, training 'next-gen' advisors of tomorrow

    An inability to attract young people is challenging a financial advisory industry facing a wave of advisor retirements in the next two decades.

  • Passing your professional baton, step by step

    Succession planning isn't easy for financial advisors. It takes a long time—five to 10 years—and it's emotional and messy. But it's also critical.

  • Financial advisors slow to train their successors

    As aging advisors retire and few young replacements enter the industry, FAs without succession plans put their retirement, and clients, at risk.

Contact Succession Planning

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