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Summary: Lessons learned at his father's side in the practice. Let's dispense with the discussion about whether you need a succession plan, as it would be a waste of everyone's time. Take it from me, it's not “if” but purely a question of “when” you need to have it in place.
 In the end, your answer to succession planning may be to sell your business. If you want to stay active in it, your plan may be to reinvent your business. Either way, it is absolutely crucial to the success of our industry that advisers define their plans and inform clients about them."Todd Clarke, CLS Investments. |
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