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Five Reasons Advisor Succession Plans Fail

by | Oct 16, 2019 | Forbes Finance Council

Financial advisors are in the business of planning. People seek their expertise when trying to figure out how to save for college, plan for retirement and accomplish other critical financial goals. However, when it comes to an advisor’s retirement, many are unprepared. A study released by Janus Henderson and the Financial Planning Association found that 60% of advisors within five years of retirement do not have formal succession plans.

 

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