Retirement trends and historically low rates of succession planning among financial professionals can create uncertainty for firms, advisors, and their clients.
This whitepaper highlights:
- Facts about the current state of succession planning in the financial services industry
- Consequences of failing to plan for the future of your practice
- Ways to prepare for a succession strategy in advance
- Factors to consider when identifying successors
- Ways to ease the transition for your clients
2022-144532 (Exp 09/24)
