The need for advisors to tackle succession planning decisions now has garnered increasing attention and discussion in recent years. Yet, even as advisors tend to recognize the importance of taking action to prepare, many still have not gotten started.

“I’m encouraged about how many advisors are engaged in the conversation of what they need to do,” says Kelli Cruz, managing director of Pepin Consulting. “But getting started is probably the biggest hurdle [advisors] will face.” 

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