 Looking for the perfect person to take your place is really daunting and it's easy to get paralyzed."Vanessa Oligino, TD Ameritrade |
No succession plan? Why smaller firms are at risk
Charles Paikert | Financial Planning, April 2018
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Summary: While all advisory firms have to come to grips with succession planning, smaller RIAs are especially vulnerable to taking a big financial hit if they don't have a strategy in place for the loss of a principal.
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