How not to be a victim of the succession planning crisis

Feb 12, 2014 @ 12:00 am

Runtime: 3:33

The average financial adviser is 55-years-old, yet many of those industry professionals still don't have a plan for exiting the profession. Here are some steps that can be taken now to begin to get a plan in place.

0
Comments

What do you think?

InvestmentNews Video Channels