![FTAdviser Podcast artwork](https://is5-ssl.mzstatic.com/image/thumb/Podcasts123/v4/bc/1a/5e/bc1a5e62-baa3-f2cc-d056-734bac40348d/mza_537573960052654939.jpg/100x100bb.jpg)
The secrets to adviser succession planning
FTAdviser Podcast
English - June 05, 2020 10:31 - 28 minutes - 39.8 MBInvesting Business News Business News ftadviser ftadviser podcast the ftadviser podcast financial advice financial advisers financial advisors pensions investing investment portfolios regulation Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
With advisers considering how to make their businesses last not just for their own lifetimes but also for succeeding generations, having a clear-cut plan to pass the baton is a business necessity.
Even more than that, it is becoming a regulatory imperative for business owners to define and clarify how their clients will be handed on to the next generation of financial advisers, whether that is selling the firm or keeping it independent.
This week, Keith Richards, chief executive of the Personal Finance Society, and Paul Morrish, main board director of Succession Holdings, talk to Financial Adviser editor Simoney Kyriakou on the dos and don'ts of succession planning for advisory firms.
The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com.
Hosted on Acast. See acast.com/privacy for more information.