 It's a big plus in clients' eyes to know that financial planners are actually planning and thinking about the future. Clients want to know that we are thinking ahead for them.”Charlie Fitzgerald, Moisand, Fitzgerald, Tamayo |
Adviser's Consultant: Hammering out succession plans that work for everyone
Liz Skinner | InvestmentNews, June 2017
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Summary: Charlie Fitzgerald spent the last five years or so figuring out how to equitably pass on his 19-year-old financial advice firm, Moisand, Fitzgerald, Tamayo, to the next generation.
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