Succession Planning: Avoiding the 6 Most Common Mistakes
November 4, 2018
By Wendy Leung
Avoiding these 6 most common mistakes will help protect an advisor’s business, clients and legacy
Succession planning has become a hot topic, driven by an aging advisor population and the anticipated wave of retirements coming in the next decade. Planning for one’s next chapter is the best way to ensure the legacy an advisor has worked so hard to build can continue well into the future.