Summary: Much is being written these days about the need for succession planning in our profession. According to CNBC, “Data produced by research firm Cerulli Associates suggest a bleak outlook for the industry. Aging advisors are expected to retire in droves over the next two decades, and relatively few young people are entering the industry to take their place.
 If you haven’t already done so, I encourage you to establish a succession plan. You deserve to monetize your equity. Other associates in your firm deserve to create equity of their own. And, most important, clients deserve continued quality service.”Roy Diliberto, RTD Financial Advisors Inc. |
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