You’ve poured your entire life into your financial services business. Your business has thrived, pushed past hard times, and delivered exceptional client experiences.
All things do come to an end, though, and your involvement in your business is no different.
Succession planning for financial advisors is a key decision to consider and plan for to make sure the brand—and clients—you love still flourish after you leave.
Here are succession planning tips and a process to keep in mind for financial advisors.