Financial advisors who want ot learn more about adapting their business can head over to CLS Investments’ AdvisorIQ section.
“Options are emerging for succession planning beyond the typical solution of selling a practice,” according to CLS Investments. “For many advisors, selling their businesses will not provide the financial means to fund their own retirements. In addition selling may not be in the advsor’s best interest, or may not be what the advisor truly wants with his or her careers.”
Watch the video below to see the full interview with Todd Clarke.
To view past video interviews, visit our video section.