Christine Timms, retired advisor and author of three handbooks for professional financial advisors (christinetimms.com), talks about choosing a successor and the toughest transition steps.
Timms digs deeper into succession planning in The advisor’s retirement: making a smooth transition.
Directed and interviewed by Katie Keir. Edited by Brad Ling and Emily Ferrier.
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
Go to the head of the class with these tax tips
Broad estimates and generous assumptions may mean the APP is less viable than it seems
IFIC elected board members and some well-known names received promotions