Financial Advisor Succession Planning
Preparing clients for retirement is what you do best. Have you made provisions for your own? Succession plans are often overlooked by financial advisors, yet a transition strategy should be a component of any growth or marketing plan. This is particularly true for older advisors. More than $2.3 trillion in assets are managed by financial advisors aged 60 or above. Clients need to know there’s a plan for when their advisor retires. The expert consultants at Bridgemark Strategies can assist you with financial advisor succession planning to help you increase the value for your business and ensure stability for your clients.