Succession Planning
Learn how top financial advisors and firms handle succession planning and what industry experts suggest is key to getting it right.
The secrets to your success(ion)
By David PortOne way to keep the concern about inadequate succession planning in the advisory community from escalating is for advisors to confront the issue head-on.
February 24, 2014
How Does This Movie End?It seems to me that all the preaching about succession planning is having the opposite effect on those we hope will get the message.
February 20, 2014
Why You Need Another Advisor to Plan Your SuccessionWhen 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 06, 2013
3 reasons you need a succession plan — nowSixty-eight percent of advisors don't have a succession plan in place. Don't be one of them.
November 06, 2013
3 reasons you need a succession plan — nowSixty-eight percent of advisors don't have a succession plan in place. Don't be one of them.
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.