The Evolving FA Firm – Josh Brown and Tim Kochis at CNBC FA Summit
How do you value your company when you are ready to move along? How do you put together a succession plan that does not include your immediate employees or family? What's the optimal transition plan and how do you communicate it to your clients? How can you prepare for changes in the environment? Ritholtz Wealth Management's Josh Brown and Devoe & Company's Tim Kochis join Sharon Epperson for this CNBC FA Summit panel. They share key insights for financial advisors as they look for ways to grow their firms and plan for the future in uncertain times.