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Putting a Succession Plan in Place

When a retiring advisor’s clients know their advisor’s plan for retirement and have started to build a relationship with the successor, success that the book will transition and stay with the successor is much more likely. On the flip side, if an advisor is nearing retirement, and clients are left wondering what will happen next, the retiring advisor is sending a message to the clients that they should start looking for a new advisor. This is precisely why having a clearly-defined succession plan helps to ensure that advisors maintain both business and personal relationships as they transition.

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7 Transition Tips for Leaving With a Clean U5

​We’ve all been there: A new and better opportunity presents itself, we’re looking to move up in our careers, or we’re just sick of working for Susan, a hapless manager who is a terrible person on all counts. Regardless of why we pursue newer and better options, it’s essential to act strategically, know your rights, and have a career transition plan in place.