Favorite succession plan of RIAs remains the same: none at all
The biggest impediment to planning is finding a successor
Mike Byrnes
From my perspective, almost all advisors believe a succession plan is important, but many put it on the back burner, as they do not see it as an urgent concern. Smart advisors are proactive, planning for the future and in case of an emergency, so their family and clients are taken care of when they are gone.
Michael W. Byrnes, Jr.
President
Byrnes Consulting, LLC
www.byrnesconsulting.com
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See more related moves
TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
DeVoe & Company
Consulting Firm
Top Executive: David DeVoe
