Succession Planning for Advisory Firms

Five steps to a successful transition and a secure future

After spending years helping others plan for the future, many investment advisors find themselves without a plan for their own. With the majority of RIA firms now run by people in their fifties, the issue of succession planning has taken on greater urgency as the industry has matured. Yet, recent surveys by custodial firms report that at any given time, a majority of advisors do not have a succession plan in place.

Don’t gamble with your future.


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Succession Planning for Advisory Firms