Know Yourself: One Planner's Perspective on Merging Career Paths and Succession Plans

Orrel, Melissa L.
May 2007
Journal of Financial Planning;May2007 Supplement, Vol. 20, p20
Academic Journal
The article discusses succession planning in the financial planning industry. The author notes that the question facing veteran planners surrounds the passing on of a legacy, and receiving fair compensation for what they have built. Also noted is a movement in the field involving firms beginning to focus on organizational structure. The author discusses the time and expense requirements of recruiting and hiring of new talent. Trust is identified by the author as one of the most important aspects of succession planning.


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