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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.

Home - Latest Insights

Download Our Latest Insights

Home - 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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