How to pick the best successor for your firm
Kelli Cruz | Financial Planning, September 2019
Read the article online >Summary: Over the past two years, the number of calls I have received about how to successfully transition ownership to an internal successor has dramatically increased. It's about time. Two-thirds of financial planning firms now are developing an internal successor and 45% have a working plan in place or have recently implemented their succession plan, according to this year’s FA Insight People and Pay study.