Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
Why You Need Another Advisor to Plan Your Succession
By Bob ClarkWhen planning the team to advise you on your succession plan, take Gary Pittsford's advice and get another advisor (not the successor) to advise you.
November 05, 2013
17 RIAs Sign Succession Deals via Focus FinancialThe advisor rollup firm aims for its 27 partners to work together on transitions and continuity planning.
October 28, 2013
The Fatal Succession Planning MistakeConsider this your warning: If youre focusing too much on this part, your internal succession plan is at risk.
October 24, 2013
People and Pay 2011: How Your Staff Affects Your SuccessionFA Insights 2011 advisor study focuses on human capital and what it means to advisory firms. As firms grow, so does their need for people to run itand so do the firms expenses.
October 21, 2013
Succession Planning by the (Hard) NumbersThe multiples when it comes to the value of a firm can be as high as 10 times but only if everything is in order, Nexus' Tim Welsh said.
October 02, 2013
8 Steps to a Successful Succession Plan: United PlannersToo many advisors still run their firms as a practice, rather than a business, says UP's Caffari-Agasi.
September 09, 2013
Getting Your Succession Planning Back on TrackTo move beyond any roadblocks in the process, write a heartfelt letter to your successors to get reconnected to the ultimate goal.
July 25, 2013
Caton Financial Is First Public ‘Partner’ on Ron Carson’s CIA PlatformAfter eight years of trying and four detours, advisor Nancy Caton finds her succession planning solution in Ron Carsons new platform.