 It's natural that investors want to know how they're going to be impacted if the founder of the firm dies. A succession plan provides a huge marketing advantage."
Ron Carson, founder and CEO, Carson Wealth Management.
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Advisors with no succession plan can kiss their clients good-bye
Andrew Osterland | CNBC, May 2014
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Summary: Fifteen years ago, financial advisor Ron Carson posed a question to his advisory council of clients—a group he had previously organized to serve as consultants for the advisory practice he launched in 1987. "I asked them, 'If I died tomorrow, would [you] stay with my firm?'" he recalled. "All but one said they'd likely be gone within six months."
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