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Summary: When advisers start taking succession planning seriously, they begin treating their business like a business. After all, succession planning is a long-term process, not a one-time event. Firm owners, clients and the business itself will benefit from a clear plan.
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Summary: Advisory firms that seek continuous growth will at some point have to bring new advisers on board, but how do they go about doing that?
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Summary: The aging advisor reality is prompting business successions across our industry. Some of these are hastily enacted shotgun marriages, while others are thoughtfully crafted transition plans that are relatively seamless to clients.
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Summary: Twenty years ago, registered investment advisors could capitalize on being fiduciaries; that was their differentiating factor. Unlike those advisors at the wirehouses, RIAs had to serve their clients’ best interests.
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Summary: The reality is that for a successful advisory firm, you really just need one good takeaway from a conference to take home and have a material impact on the business that makes the trip more than worthwhile.
