TD Ameritrade Institutional 2014 National Conference

Solving the succession planning problem for RIAs

Feb 6, 2014 @ 12:00 am

Runtime: 2:07

Jeremy Kisner, president of Surevest Wealth Management, lays out the challenging landscape smaller RIAs currently face and offers some tips for how they can approach succession planning when they're ready to scale back their workloads.

The annual RIA conference taking place January 29th to February 1st in Orlando, Florida.

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