Nov 17, 2012

Stepping Up to the Issue of Succession Planning

DO NOT ALTER! This file is for Master Chromeless settings across all SM Players. This player is for single video files. No Playlist capabilities.

Does the advisory industry have a problem when it comes tto succession. Most advisors haven't considered what will happen to their practice after they've retired, but Michael Paley of Focus Financial asks, what does this mean for the financial planning industry as a whole?