Majority of clients have concerns about their financial advisor’s succession: study

Succession — It’s Not How You Start; It’s How You Finish

Succession is a critical yet often ignored component of business strategy that left undone can lead to unfortunate outcomes from client and legal talent departures to law firm failure. Best to act now because it’s not how you start; it’s how you finish. Do you plan to work forever? Or live forever? For your sake, I hope not. After all, as Bugs Bunny—probably the world’s most famous cartoon rabbit—says: “Don’t take life too seriously. You’ll neve…

Majority of clients have concerns about their financial advisor’s succession: study

Market volatility, state of economy causing some independent advisors to delay their succession plans The post Majority of clients have concerns about their financial advisor’s succession: study   appeared first on Investment Executive.