 It's imperative for advisors to plan more broadly for themselves and for their businesses, "What do I want for my life? What size of business do I need? ... What is my exit plan?"Julie Littlechild, founder of Advisor Impact. |
46% of Planners Have No Retirement Plan, FPA Finds
Ann Marsh | Financial Planning, December 2013
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Summary: When it comes to taking care of their own finances, it turns out that planners aren’t much better than their clients.Almost half (46%) of all the nearly 2,400 planners who participated in a new FPA study this year say they have no retirement plan. Another half say they have not written a business plan for themselves, while 75% have no succession plan for their firm.
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