 You need to keep your head up and look beyond the jump and lead your firm over the fence into the future."Mary Ann Buchanan, CEO and Founder, RIA Match |
Summary: There are 3 things a rider does when he jumps a fence: look up, heels down and release. Many advisors should be thinking about their next jump whether it’s an internal succession or a sale to an outside firm. The exit struggle exists because advisors can’t picture what’s beyond the jump that is succession.
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