You will want to identify your successor or successors with plenty of time prior to your actual goal exit date. Knowing who your successor(s) will be early in the process will allow you to put steps in place to make the transition as smooth as possible for both your clients and the advisor.  Ideally, your successor will be someone you know and trust who you believe will provide your clients with the same great service they are used to receiving from you and your team for years to come. Contemplate how you run your practice and what your clients have grown accustomed to as you begin considering potential successors. At Financial Practice Pathways, we can introduce you to advisors who we believe align with your values both internally and externally. Our goal is to help you find that ideal partner who you will feel fully confident in to take over your practice.

Get in Touch

Chelsea Zangkas

(248) 663-4776