Succession planning is and will remain a critical discussion in the independent financial advice industry – and with good reason. As the current generation of advisors look to the next to continue providing the highest level of service to their clients after they retire, they face several significant challenges.
Watch the video below for more information.
We will be addressing some of these challenges in a four-part succession planning track at the upcoming Financial Advisor Summit. How are you engaging the next generation of advisors? We’d love to hear from you in the comments section!