The Role of Succession Planning in Taking on Institutional Capital
A recent study by Charles Schwab revealed that succession planning ranks last on the list of top priorities for RIAs. Moreover, 92% of firms are considering internal succession. As someone who has first-hand experience selling a business, Stuart Silverman, the President of Bluespring Wealth Partners, will explain why advisors are hesitant to part ways with their firms, how they can identify a successor and how institutional capital can help fuel succession strategies.
Advisor Perspectives, February 8, 2020