Wealthies Circle Podcast: When Planners Fail to PlanWealthies Circle Podcast: When Planners Fail to Plan
In the first episode of this relaunched series, industry leaders discuss how the lack of succession planning among advisors is creating issues for them and their clients.
October 28, 2022
The wealth industry has a succession planning problem that is coming to fruition, as a majority of financial advisors still do not have a formal succession plan in place. This lack of planning is creating issues as many advisors are nearing retirement and need to create an orderly transition of their business employees and clients.
Listen to this panel discussion where industry leaders discuss the trends, opportunities and concerns for the future of the industry, including how new regulations and the record level of mergers and acquisitions will fundamentally change the makeup of the wealth management space.
Our Panelists:
Todd Fulks, SVP succession and acquisition, Advisor Group
Hilary Pluemer, managing director of advisor services, Prospera Financial
Robert Goff, VP succession and acquisition consulting, Raymond James Financial Inc.
