Email This Article

Planners Who Don’t Plan for Succession Face Unhappy Endings

Donald Jay Korn

Just as the cobbler's children go without shoes, two-thirds of independent advisors ignore succession planning. Such advisors could fall into an “annuity trap,” watching the value of their business degrade as they near the exit from their practice.

Login for Registered Users:

Log in below to email an article:

35 Great Schools for Financial Planning
The November Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Already a subscriber? Log in here