Case Study #3

We hear a great deal of buzz about the need for succession planning during the great wealth transfer. Increasingly, we are hearing about larger wealth firms that are incorporating succession options for their advisors that decide to retire or pass away. Again, this is another area where retaining assets can better assure consistent revenue for all parties. Why does this continue to be a less-farmed area in our industry? What is your firm doing to seamlessly to facilitate transition succession for relationships and assets?