Women advisors’ take on succession planning
Several unique elements affect women advisors' planning, including a greater focus on the established relationships between staff and clients and on the maintenance of culture within their practice.
One in four financial advisors who expect to transition their business in the next 10 years are unsure of their succession plan.
For women advisors, the number is even higher. Since shifting much of my focus toward supporting succession planning in the advisory space, every woman I’ve spoken to
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