 If you focus on what is important to you in the end game; that will drive a lot of your choices and behavior today”Waldemar Kohl, Vice President for Fidelity Institutional Wealth Services |
Why Aren't More Advisors Succession Planning?
Samantha Allen | Financial Plalnning Magazine, March 2013
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Summary: At Fidelity’s workshop, Realizing the Value in Your Firm, Fidelity takes a holistic approach to getting advisors to think about succession. They encourage the advisor to lift their gaze above their present practice and envision their life after their practice has transitioned. With a point on the horizon to head towards, Fidelity guides the advisors through the practice management steps towards succession planning.
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