Summary: Like the cobbler whose children have no shoes, many financial planners have not planned for their own retirement. A new study released by the Financial Planning Association in partnership with Janus Henderson reveals that 73% of financial advisors don’t have a written succession plan, including 60% of those within five years of retirement.
 Succession planning is critical for financial advisors, not just for the benefits of the clients so they know they will be taken care of when their advisor retires, but for the benefit of those on the advisor’s team who need to know how they will be impacted when the senior advisor or principal decides to retire." Frank Paré, President, FPA |
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