 If you want to see what you're truly committed to - not what you say you're committed to - pull out your calendar for the last two weeks and see how you actually spent your time."Fran Skinner, CFA, CPA, Partner, AUM Partners, LLC |
Succession Planning as the "Anti-Ending" strategy
Fran Skinner | LinkedIN Pulse, October 2015
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Summary: Last week, at Bob Veres' Insiders Forum in Phoenix, I attended a great presentation on succession planning by Pershing's Mark Tibergien and Gabe Garcia. They addressed the reluctance many advisers have to plan for and execute a succession strategy because they view it as an "ending" of their leadership.
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