Realizing the Value of Your Life's WorkRealizing the Value of Your Life's Work

Sponsored by BNY Mellon | Pershing

Learn how a well-crafted succession plan helps RIA firm owners align their personal goals with their professional goals, as well as align with the goals of the other partners. This paper also includes the material elements of succession, the advantages of having a succession plan (and the risks of not having one) and the considerations and process to implement succession.