 Although this could be a rare scenario, advisers may find it worthwhile to consider whether they have a client who could be the ideal successor.”Dave Grant, Founder, Retirement Matters |
Voices An often overlooked potential successor
Dave Grant | Financial Plannning, May 2017
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Summary: Much has been written about succession planning, with the focus of the successor either being another financial planning firm or a younger planner within the firm. But there is an important third option: Wealthy clients who become career changers.
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