 The message is that there are options as you look to create a contingent succession plan and finding the right partner for you should not be hard."JC Abusaid, president and chief operating officer, Halbert Hargrove. |
The contingency plan: Your succession plan's safety net
JC Abusaid | InvestmentNews, December 2014
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Summary: If you can count yourself among the minority of advisers — about 40% — who are within five years of retirement age and have created a succession plan, you're all good, right? Maybe?
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