 The decision for me was happenstance, but it turned out to be the best career decision I could ever make — partnering with an older advisor.”Jared Roskelley |
Succession Planning: How to Partner With a Younger Advisor
Elizabeth Wine | Financial Planning, May 2014
Read the article online >
Summary: May-December pairings may provoke the occasional snide look — Michael Douglas and Catherine Zeta-Jones, anyone? — but for financial advisors trying to plan for retirement, they can be a romantic ideal. For older advisors, bringing on new talent helps pave the way for a succession plan that protects existing clients while creating a payout for the founding partner.
Be the first to comment on this Article
