THE TRUTH ABOUT YOUR FUTURE with Ric Edelman cover image

6/9/23: Revolutionary Elimination of Medical Debt

THE TRUTH ABOUT YOUR FUTURE with Ric Edelman

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The Impact of Advisors on Succession Planning

According to a barons, who does a fair amount of research in this space, more than two thirds of advisors don't have a durable succession plan. Succession planning is at the highest level, acting as a fiduciary on behalf of the client doing what's in the best interest requires a durable succession plans. And for me you ask why I left Alliance Bernstein after 20 years. This is really the issue for me. There's over 300 million Americans, and there's only about 200,000 real financial advisors in the US.

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