Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
What Advisors Should (and Shouldn't) Learn From Jeff Bezos
By Jeff BermanJoel Bruckenstein, David DeVoe, Doug Boneparth and others discuss Bezos' approach to tech and succession planning as he prepares to step aside as Amazon CEO.
May 15, 2020
Internal Succession Planning: How We Did ItInternal succession plans take time and investment in developing people; ours started 15 years ago.
March 30, 2020
Raymond James Introduces New Training, Succession ProgramsAdvisors who qualify can consult for those reps receiving their businesses for two years and then get up to five years of payments.
February 21, 2020
Why Succession Planning MattersIt's best to think about team members as next-gen owners early on and groom them to become your successor over time.
February 05, 2020
3 Must-Ask Questions for Succession PlanningMany advisors are so focused on the business, they miss making the best plan for their own retirement.
January 21, 2020
RIA Cerity Partners Adds $1B Sullivan & Serwitz TeamS&S will "provide presence and growth opportunities" in Northern California, Cerity Partners says.
September 09, 2019
RIA M&As at 'Unprecedented Level': Wealth/Stack PanelistFP Transitions President David Grau also tells the crowd that "only one of 10" advisors will be able to sell their businesses.
June 21, 2019
What to Do Before Going After Next-Gen ClientsIt's worthwhile for advisors to look first at their natural growth strategies and opportunities, according to one practice-management veteran.