Financial Planners are Retiring Faster Than They Can Be Replaced

Older financial planners are retiring at twice the rate new ones are entering the field.


TAG Advisory Services's Insight

The growing age gap between younger and older advisors is nothing new, so why are so few advisors doing anything about preparing for succession, particularly when statistics show that client retention falls off drastically after a sloppy transition? The good news for both advisors and clients is that the industry is finally starting to open its eyes to the importance of careful succession planning.

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