 Advisors are beginning to realize that succession plans and continuity plans can actually become growth tools."John Anderson, SEI Advisor Network. |
Investors: Does your advisor have a succession plan?
Jim Pavia | CNBC, December 2014
Read the article online >
Summary: Succession planning isn't just about advisors realizing value for the businesses they've built. It's about protecting and ensuring that clients' needs are met and that the practice can remain an ongoing business after its founder has retired or passed away.
Be the first to comment on this Article
