How to build a team around your succession plan

The quality of your transition depends on how well you meet the needs of your clients and your staff

Mar 21, 2014 @ 2:40 pm

The key to building a successful succession plan is starting early and building a team around your efforts.

Here Ray Sclafani, president and founder of ClientWise, talks with InvestmentNews assistant managing editor Lorie Konish about the questions advisers should ask themselves to create plans that will serve the needs of both their clients and their teams. Plus, for more on the latest in succession planning, consult the latest special report.

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