1 post categorized as "Succession"
How Models Could Boost Your Value in Succession
August 13, 2018
Oddly enough, the financial advisor industry has a planning problem. Nearly 60% of advisors don’t have any form of succession plan in place for their business. And of the minority that does, only 27% have one that is formally documented. An advisor without a succession plan is like a client without a retirement plan. And…