Succession planning is more critical than ever in the RIA industry, yet many firms are struggling to prepare for the future.
Recently, our President and Managing Partner, Leah Sciabarrasi, CFP®, spoke with InvestmentNews about the urgent need for next-gen readiness in wealth management. She shared her insights on how transparency and dialogue about career paths can empower advisors to drive firm success and ensure exceptional client service.
Click here to read the full article.
