What Happens When Your Advisor Retires?

Updated: Aug 16

#FinancialAdvisors emphasize the importance of #planning. Do they practice what they preach? According to recent surveys, more than 70% of financial advisors have no #succession plan to take care of their clients. Check out how some firms “take care” of clients without an advisor succession plan (closer to the truth than you might think).









18 views0 comments