Summary: Like financial planning, succession planning is a multistep process that requires extensive contemplation of all aspects of an adviser's life. Whether you're considering retirement, leaving the profession or building your business through a merger or acquisition, the decisions you make during your self-evaluation will serve as a barometer as you establish a plan.
 Advisers regularly guide clients through the exercise of scenario planning. The principles and application are the same when you focus on your own succession planning."David Canter, Executive Vice President, Practice Management and Consulting, Fidelity Institutional Wealth Services |
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