Financial advisors often handle getting their clients affairs in order in case they die, but when it comes to succession planning for their own practices, that is often another matter entirely.
Many financial advisors put off forming a concrete succession plan because of the fear of what they will do next, Denise Federer, a consultant, coach and psychologist, with Federer Performance Management Group, told an audience of about 100 female financial advisors at the Women Advisors Forum in Newport Beach, Calif., on Thursday.
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