Cerulli data finds that close to 40% of U.S. financial advisors could exit the industry during the coming decade. Despite this coming change, many advisors have not defined and implemented a succession plan as they often encounter roadblocks, including how to value their practice accurately, find a qualified buyer, and transfer clients.
What you will find inside:
Uncover key insights, trends, and challenges for advisors to consider when planning for retirement, monetizing their practice, and transitioning to a next-gen advisor.
Why it matters:
You've devoted your career to helping others pursue their financial goals. But have you planned for what the next stage of your business may look like? As you navigate the next chapter of your business, lean on this research to better understand key market trends and opportunities.
For Financial Professional Use Only.
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