Preparing Next-Gen Planners for Succession Starts with this Phrase

In my latest at Financial Planning Magazine, I discuss how to transfer the mantle of trust to the next generation. It starts with setting the ground rules that develop trust in working with each other, having the younger advisor learn the basics, and quickly giving them responsibility for client facing opportunities. The key for the senior advisor is they need to trust the process and let go of control.

See the full article here.

Leave a Reply

Your email address will not be published.