“The financial media regularly features stories about the demographic challenges of the industry: aging advisors who build robust practices and are wondering who will succeed them and serve their clients after they retire or pass away. Creating your succession plan is a must,” says Jody Lowe of Lowe Group in her article for Advisor Perspectives on the importance of succession planning. (06/30/2021)
Click here to read “How to Communicate Your Business Succession” at advisorperspectives.com.