Are you a financial advisor looking for succession planning? Vance Barse, CPWA®, AIF® and James Fisher of FP Transitions discuss key insights every seller and buyer should know about the succession planning process.
Succession planning for financial advisors is a hot topic in the financial services industry. How does a retiring financial advisor find the right successor? What are the key factors that a seller and buyer should consider as part of the merger and acquisition process?
Vance Barse, CPWA®, AIF® and James Fisher of FP Transitions share important insights every seller and buyer should know about the succession planning process in this interview at the Wealth Management EDGE conference.