Knowledge and Insight > Plan for the Future

Op-ed: A succession plan benefits advisory firms and their clients `

Sean Keenan | CNBC, December 2021

Summary: In a time of record mergers-and-acquisitions activity for financial advisory firms, designing and implementing a succession plan has become a critical element for success.

< Previous Article

Our succession planning crisis

Next Article >

Financial Planning in the Era of the Great Resignation

comments

Be the first to comment on this Article

In the RIA Match store

Investment Advisor's Guide to Finance
Price: $0.00

Positioning Your Firm for a Sale
Price: $0.00

Hiring & Retaining Top Talent for Growth
Price: $0.00

Op-ed: A succession plan benefits advisory firms and their clients `

Sean Keenan | CNBC, December 2021

RELATED ITEMS

Added on January 2024 in Plan for the Future

Added on August 2023 in Plan for the Future

Added on July 2023 in Plan for the Future

Added on June 2023 in Plan for the Future

Added on May 2023 in Plan for the Future

In the RIA Match store