Tax Facts

3 Key Elements for Successful Succession Planning

by Matt Matrisian

March 19, 2024

What You Need to Know |

  • A significant portion of advisors are nearing retirement age.
  • Equipping new advisors to discuss values-based investing aligns with younger generations' priorities.
  • Outsourcing day-to-day management of assets opens bandwidth to deliver on higher-level services.

In the evolving landscape of financial advice, the looming wave of retiring advisors presents a critical challenge, with more than a third of the industry planning to retire in the next decade.

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