Financial advisors’ succession strategies include transferring books to family members and building up their advisory teams
Thinking about retirement doesn't have to be difficult
An expert explains how and why to prepare details about your practice and clients
Tips for finding the right person
Christine Timms discusses common retirement challenges and some of the steps for creating a succession plan
The succession planning process can be difficult, so plan ahead as much as possible
An industry expert urged advisors to step up their game during IAFP's 2021 symposium
Fewer advisors report having a succession plan in place this year, but advisors who have a plan are happy with their firms’ support
Know the difference between your strategic plan and your business plan — and many other plans
As a business’s value drops, opportunity arises