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The Succession Challenge: Why Advisers are Failing to Plan for the Inevitable

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The FPA and Janus Henderson research shows that when it comes to succession planning, many financial planners are stuck. In fact, 51% reported that finding the right successor to their business is their top reason for hesitating to create a succession plan. Join in this interactive, unique discussion that will empower you to jump-start the planning process, providing  solid guidelines for identifying potential successors and for developing a goal oriented plan towards a easier transition to whatever comes next.

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The Succession Challenge: Why Advisers are Failing to Plan for the Inevitable
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0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available