Succession planning should be at the top of any financial advisors to do list for many reasons – to prepare the practice for a career change, plan around health issues that may arise, or plan for their own retirement. As a financial advisor at a firm with none of its original advisors, I’ve witnessed good succession planning come to fruition several times. However, succession planning is still something that is ignored for too long or handled incorrectly by many people within our … [Read more...]
About the Author
Clay Gillespie, CFP, CIM, is a 16-year MDRT member with one Court of the Table and 13 Top of the Table honors. He is a financial advisor, portfolio manager and managing director of Rogers Group Financial and has been with the firm since 1992. He specializes in retirement income planning, effective income generation in retirement and associated estate planning issues.
Clay Gillespie is a Financial Advisor with Rogers Group Financial. The views expressed are those of the author and not necessarily those of Rogers Group Financial, which makes no representations as to their completeness or accuracy.