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Summary: According to a May 2016 article on Forbes.com, only 30 percent of financial advisors have a succession plan. Are you one of the 70 percent of advisors who has neglected this important task? As a small business owner, you're putting your staff, your clients, and even your family at unnecessary risk. Sure, you might have reasons for not getting to it—you're too busy or you plan to “die with your boots on,” as they say—but those are really just excuses that allow you to keep procrastinating.
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Summary: Just as advisers are always on the lookout for their next great client, they should also be keeping an eye out for the best and brightest people to join their team.
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Summary: “I have to start out this conversation by asking if you’ve ever turned down a promotion.” This was the opening line in an email I recently received from a 34-year-old who has made impressive progress in his young career.
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Summary: Many advisers are fond of saying that they expect to die at their desks. When such a plan isn't paired with a fully realized succession strategy, Tim Chase, a CFP and co-founder, partner and chief executive of WMS Partners, isn't amused
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Summary: For those who run their own registered investment advisers, having a long-term succession plan in place is critical to safeguarding the continued success of both the firm and the clients they serve.
