Monthly Archives February 2019

Why Financial Advisors Are Often “The Shoemaker’s Kids” and What You Can Do About It

“Financial advisors spend their days helping clients plan for the ‘what ifs,’ but they seem to have little time left over to do the same for themselves.” A recent article in Financial Advisor Magazine recently pointed out that according to the Financial Planning Association, 73% of financial advisory firm owners do not have a succession plan in place. Even more concerning, 60% of firm owners who are only five years away from retirement don’t have a plan either! The article points out that you have options. One option is to bring on younger, strong people to take over when you
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Categories: Blog Posts.