Top 5 Advisor Continuity and Succession Planning Questions

Posted by Maria Considine King

May 14, 2014 at 1:30 PM

Advisor continuity and succession planning are vital to business stability. According to the 2012 IN Adviser Solutions Succession Planning Study, however, only half of all advisors have an adequate succession plan in place.

That's a pretty staggering statistic considering that advisors build their careers helping clients prepare for the future.

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Topics: Practice Management, Succession

Retirement and Succession Planning for Advisors: Don't Skip These 10 Steps

Posted by Maria Considine King

May 13, 2014 at 10:00 AM

Succession planning for advisors requires two types of preparation: personal and logistical.

Preparing yourself emotionally for letting go of your business can be difficult, perhaps the most difficult part of the entire process. Many advisors anxiously wonder, "What will happen to the business once I leave?" It's natural to have concerns and apprehensions, but they shouldn't stop you from beginning your retirement and succession planning.

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Topics: Practice Management, Succession

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