For years, financial industry writers and consultants have probed every aspect of how to create a smooth succession for financial advisory practices.

But why aren’t more advisers making use of this body of knowledge to ensure success? And, if they are doing something right, why don’t we hear about them? With these questions in mind, I decided to examine one transition with the hope of gleaning important insight.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access