Summary: I recently worked with an adviser whose firm has been expanding its ownership for the past 10 years. He summed up his succession planning process this way, “Succession planning should be about doing what's best for the clients, the business and protecting all of your constituencies.” In other words, succession planning is about taking care of your firm’s future.
 Leadership succession requires looking through the windshield rather than in the rear-view mirror. Investing in a credible forecast about the future makes it possible to understand the skills and capabilities needed to continue the success of your firm.”Kelli Cruz, Founder & Managing Director, Cruz Consulting |
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