Finding You 2.0—Planning for a Successor11/04/2019


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Despite the inevitability of needing one, only 27% of financial professionals 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 Many financial professionals wait until they’re only a year or two from retirement before they start planning their succession, costing them valuation, flexibility and opportunity.

In Finding You 2.0, we show you why you should start planning your succession as soon as possible and cover topics including:

  • Timeline
  • Types of successors and plans
  • How and where to find a successor
  • Training
  • Unplanned exits

With concrete tips for getting started today, you’ll be able to begin the process of protecting the legacy you’ve built.

For use with financial professionals only.

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1The Succession Challenge 2018: Why Financial Advisers Are Failing to Plan for the Inevitable. (2018). Janus Henderson Investors, Financial Planning Association.

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