When advisers start taking succession planning seriously, they begin treating their business like a business.

After all, succession planning is a long-term process, not a one-time event. Firm owners, clients and the business itself will benefit from a clear plan. Here are a few dos and don’ts that come with succession planning:

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