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Finding You 2.0
Despite the inevitability of needing one, only 27% of advisors have formal succession plans in place, and 49% say the biggest challenge of succession is “finding a successor who can grow and manage the business.”¹ It takes time, effort, and planning to find the right person to run your business, and the sooner you start, the better your chances are.
Download Our Latest Insights
Finding You 2.0
Despite the inevitability of needing one, only 27% of advisors have formal succession plans in place, and 49% say the biggest challenge of succession is “finding a successor who can grow and manage the business.”¹ It takes time, effort, and planning to find the right person to run your business, and the sooner you start, the better your chances are.
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