Succession in Financial Advice: Clients, Staff and Letting Go

Send us Fan Mail What happens to your clients, your team, and your business when it is time for you to step back? Succession planning in financial advice is often spoken about as a sale, a valuation, or the transfer of a client book. But the real challenge runs much deeper. It involves trust, relationships, staff, systems, identity, purpose, and the emotional weight of letting go of something you have spent years building. In this episode of PROpulsion LIVE, Francois du Toit looks at the pr...