 Many advisors rush to determine their firm’s value or find a partner, but succession planning is more about shifting one’s mindset than making a transaction. This program helps advisors answer the question ‘what do I really want for the next phase of my practice and my life?’”
David E. Canter, Vice President of Fidelity Institutional Wealth Services
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Fidelity Launches Program to Help Advisors With Succession Planning
Matt Ackermann | Financial Planning Magazine, June 2013
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Summary: “Fidelity...has introduced a program to help advisors create and formalize a succession plan.” These workshops include group and personal exercises as well as succession toolkits with worksheets and other resources to aid advisors in the creation and implementation of their succession plans.
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