Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Practice Management > Succession Planning

Web Exclusive: Succession Planning

X
Your article was successfully shared with the contacts you provided.

Brian Heapps urges financial professionals to act on the same kinds of forward-thinking advice they give their clients.