AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Advisors Must View Succession Planning as Growth Strategy, Not Just Retirement Strategy
SEI June 24, 2014
"With 99 percent of independent financial services and advisory practices going out of business when their founder retires, firms must increasingly view succession planning as a growth strategy not a retirement strategy ... Beyond succession planning, less than half (45 percent) of advisors polled have a continuity plan in place in the event of an unexpected departure or leave of absence.... Of those without a business continuity plan, nearly three-quarters (69 percent) plan to implement one over the next few years."
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