Tag Archives: succession planning

Wealthies Circle Podcast: When Planners Fail To Plan

October 28, 2022Finance, Investing, Technology, Wealth Management, WealthManagement.comfinancial advisor, plan, succession, succession planning, trends, wealthwealthtechwinnerscircle

The wealth industry has a succession planning problem that is coming to fruition as a majority of financial advisors still do not have a formal succession plan in place. This lack of planning is creating issues as many advisors are nearing retirement and need to create an orderly transition of their business employees and clients.

Listen to this panel discussion where industry leaders discuss the trends, opportunities and concerns for the future of the industry, including how new regulations and the record level of mergers and acquisitions will fundamentally change the makeup of the wealth management space.

Our Panelists:

Todd Fulks, SVP Succession & Acquisition, Advisor Group
Hilary Pluemer, Managing Director of Advisor Services, Prospera Financial
Robert Goff, VP Succession & Acquisition Consulting, Raymond James Financial, Inc.

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Succession Planning in Wealth Management – with Guest Ric Edelman

January 7, 2021Finance, Investing, Technology, Wealth Management, WealthManagement.comAdvisors, Betterment For Advisors, Business Owners, Clients, COVID-19, David Armstrong, Digital Technology, Edelman Financial Engines, Financial Advisors, Growth, Investing, Investors, Retirement, Ric Edelman, Solution, succession planning, Technology, Wealth Management, Wealthies, Wealthies Circle Podcast, WealthManagement.comwealthtechwinnerscircle

In this episode, David Armstrong is joined with Ric Edelman, founder of Edelman Financial Engines, as they discuss the succession planning that financial advisors should be doing in order to keep up with the changing industry.

In this episode, we discuss:

The results from a survey Edelman Financial Engines completed to uncover the impact of the COVID-19 pandemic
The changing advisory model since COVID-19
How the financial Advising role might change as the industry changes
What the market may look like for younger advisors in the financial industry
And more!

Tune in to learn what succession planning might look like for financial advisors who want to stay successful in a changing industry.

Resources: WealthManagement.com | Edelman Financial Engines | Ric Edelman

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