Summary: Advisors’ life work centers on helping others prepare for the future, so it is surprising how often they fail to plan their own with a detailed succession plan. It is, of course, difficult to picture client relationships nurtured and grown for decades being placed in the hands of someone else. It is likewise all too easy to put off these difficult decisions to some other day down the road.
 Advisors should think of a sound succession plan as a last gift to the clients and team that made them a success in the first place. Following these steps should allow an advisor to avoid some of common traps that many wise and experienced advisors nevertheless fall victim to."Julie Ragatz, Director, of the Center for Ethics in Financial Services, The American College of Financial Services |
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