Succession Planning


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

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

  • 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.

  • 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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