Heres a bucket of cold water coming at all you RIA founders: Youre going to die.
Its no secret. Your employees know it. Even worse, your clients know it. Still worse, your prospective clients know it, and it scares many of them to the point that they take their business elsewhere. Yet some 60% of advisors within 5 years of retirement dont have any viable succession plan, according to 2012 Cerulli data.
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