Putting off succession plans, many financial advisors are failing to plan for own future

As few as 35 percent of financial planners have a succession plan in place. Advisors at Schwab IMPACT 2017 weigh in.
Source: CNBC

Leave a Reply

Your email address will not be published.

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>