SUCCESSION PLANNING
FOR ADVISORS
Succession Plan:
An advisor’s planned transition of leadership to their Successor.
Why do I need a Succession Plan?
Fiduciary duty: fiduciary advisors must always act in their clients’ best interest. that means having a succession plan.
provide for your family: fund your eventual retirement. Ensure your family gets value from your legacy.
peace of mind: ease your clients’ concerns and have answers to their succession planning questions. rest easy knowing you’ve built a legacy.