Tag Archives | sucession planning

buying a financial services industry

A Buyer’s Take on Succession Planning – The Live Version!

Succession planning – specifically, succession planning in the financial services industry – is a hot topic.  An aging advisor workforce, combined with a lack of qualified professionals ready to lead, puts the financial services industry in a fragile predicament.   Succession planning is a topic I feel passionate about.  It’s a topic that directly affects […]

Continue Reading 2