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Keyword: Succession planning

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Financial advisors’ succession strategies include transferring books to family members and building up their advisory teams

Tips for advisors starting the succession planning process

Thinking about retirement doesn't have to be difficult

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:04
Practice assessment tips for advisors working on succession

An expert explains how and why to prepare details about your practice and clients

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:02
Choosing and working with a successor for your practice

Tips for finding the right person

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:00
retirement gameplan

Christine Timms discusses common retirement challenges and some of the steps for creating a succession plan

  • By: Katie Keir
  • November 22, 2021 November 22, 2021
  • 00:08
hands passing the baton, business and sports, business succession

The succession planning process can be difficult, so plan ahead as much as possible

succession planning

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

  • By: Katie Keir
  • September 24, 2021 September 24, 2021
  • 15:29
succession planning

Fewer advisors report having a succession plan in place this year, but advisors who have a plan are happy with their firms’ support

businesswoman thinking

Know the difference between your strategic plan and your business plan — and many other plans

ice freeze

As a business’s value drops, opportunity arises