Plan for the Future

The Key Succession Issues for an Advisory Practice

Added on October 2013 in Plan for the Future

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Summary: Succession planning has moved to the top of the practice management priority list for tens of thousands of advisory firms.  As the average age of founder/advisors creeps ever closer to traditional retirement age, the profession is asking itself a lot of hard questions about how to keep these businesses alive – and take care of clients – after the founder retires.