The Essentials of Succession Planning for Financial Advisors

“Easy come, easy go” is a cliche that never applies to building your own financial advisory firm. Business doesn’t come easy, and it’s equally difficult to think of letting it go."

Breaking this financial, emotional, relational and life-changing task down into manageable pieces can make it less impossible, and that’s why we’ve created this guide: “The Essentials of Succession Planning.”

You'll learn:

  • How to choose a successor or prepare for other alternatives
  • How to know the true value of your firm and keep your plans clear and simple
  • How to talk with those involved (partners, clients and your family) and communicate your plans to them