5 Benefits of a Multi-Generational Advisory Firm and What It Means For You


Many clients of financial advisors share a common concern and fear. Because the process of finding an individual to trust with their money is not something to be taken lightly, this concern can be magnified. Clients wonder what happens to them if their financial advisor retires or unexpectedly dies. Now what… ? Is your financial advisory firm prepared to deal with these what if scenarios? This commonly voiced concern is why advisory firms and the financial industry have begun focusing more on succession planning and multi-generational advisory teams. If multi-generational has you thinking «Big Deal» or «Who Cares?»… here are 5 benefits of a multi-generational advisory team and what it means for you.

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