Michael Branham has to take a two-pronged approach to thinking about succession planning. As this year's president of the Financial Planning Association, the issue is foremost for thousands of veteran advisors, especially for those who haven't yet given it the attention it's due. And as a 38-year-old CFP at Cornerstone Wealth Advisors, he finds that he and some colleagues may be the succession plan at the Edina, Minn., RIA firm where he works.
When he's not busy working to develop plans to assist advisors and promote the FPA, he's helping clients with cash flow, retirement planning, and tax and estate planning, as well as helping his firm determine its investment portfolio strategies.
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