Why Your Succession Track Might Not Work

If you don’t have a documented plan to take over for the firm owner, you’re not really the successor
By
Daniel M. Yerger, CFP®, ChFC, AIF

Journal of Financial Planning: August 2024

 

Sign in to continue.

Access this exclusive member content, plus so much more.

Become a member

  Sign in

Journal: August 2024

More from this issue

Related Events