From Financial Advisor IQ
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Summary: Succession planning is a long-term process, not a one-time event. For the well-being of yourself, your company and your clients, it is imperative to start as soon as possible. Here are a few do's and don’ts that come with succession planning.
From ThinkAdvisor
Added on November 2016 in Join an RIA
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Summary: The CFP Board Center for Financial Planning said Wednesday that it has partnered with Rock the Street, Wall Street to promote financial planning careers to high school girls.
From Financial Planning
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Summary: With the help from 15 wealth management experts, we have handpicked titles from our past successful reading lists that advisers must read this fall. Whether it's practice management, portfolio construction, succession planning or just inspirational reads, we have it covered.
From FA Magazine
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Summary: With all of the great advances we’ve seen in advisor technology over the last several years, you’d think that some of the basic technology problems that have plagued advisors for years would have been addressed by now. Unfortunately, that’s not the case.
From ThinkAdvisor
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Summary: There’s no question that financial advisors are increasingly using social media platforms to communicate with current clients and to prospect for more, but exactly how they engage and how often depends in large part on their individual firms.
