After decades of building your practice, what will happen to your life’s work when you decide to retire? In our latest Intelligence Report, How to Succeed in Succession Planning
, Barron’s Advisor outlines a roadmap for advisors looking to navigate the process of preparing for and executing a succession plan.
As a Barron's Advisor subscriber, you’re invited to attend an exclusive live call where Greg Bartalos
, Editor-in-Chief, Barron’s Group, Scott C. Wilson, CIMA®
, Managing Director, Morgan Stanley, and Crystal K. Ho, CFP®
, Executive Director, Morgan Stanley take a deep dive into the findings from our latest Intelligence Report and discuss the do’s and don’ts of preparing and executing a successful succession plan. NOTE: This Intelligence Report and Webinar series is a subscriber-only benefit. If you are not a subscriber, please join Barron's Advisor to access our exclusive research and findings. If you are a current subscriber, you will receive a separate confirmation email with a link to the webinar.