Before Laying Succession Plans, Create a Roadmap

Financial Planning senior editor Donna Mitchell says financial advisors are particularly skilled at helping their clients define how their financial lives are -- and should be -- structured. If only they were able to do the same for their practices.

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Comments (179)
A huge amount of Financial Advisors would benefit substantially by carefully structuring this type of a plan. Their clients would benefit from it and appreciate it too.

Gene Panasenko
Financial Consultant
Wealth Manager
Posted by GENE P | Friday, December 30 2011 at 11:22AM ET
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Posted by ieberenguetress b | Thursday, January 05 2012 at 12:25PM ET
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Posted by abenekeanam a | Tuesday, January 10 2012 at 8:49PM ET
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