Summary: Succession planning is a hot topic in the independent advisory world these days, and many older owner-advisors are thinking about, or working on, succession plans. While there’s been a lot written on creating workable succession plans, and some written about preparing junior advisors to become firm owners, we’ve seen very little about preparing firm owners to work with new owners.
 To get the most out of junior partners, owner-advisors need to be prepared to share ownership, and getting expectations on both sides out on the table creates a much better foundation for a successful succession.”Angie Herbers, Founder and Senior Consultant, Angie Herbers Inc.. |
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