Summary: Industry participants have articulated the risks of not having a succession plan for years: lack of continuity for clients, inability for advisors to realize the value of their life’s work, and risk for employees in terms of their long-term employment
 Succession plans are often viewed as an important and worthwhile effort, but always something that needs to be addressed immediately. By changing the paradigm from a strategy of mitigating risk to one of driving growth, advisory firms may begin to view succession planning as something worth tackling now rather than putting off until later."John Furey, principal and founder, Advisor Growth Strategies |
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