Tue Mar 12 2024

As a financial advisor, you’re an expert at thoroughly preparing your clients for a happy retirement – but do you give yourself the same treatment? Rob Goff, vice president of Succession and Acquisition Planning at Raymond James, is here to make sure that you do. Rob shares the results of his proprietary survey of retired advisors and how carefully constructing a succession plan in advance of retirement can improve your retirement satisfaction. Also, financial advisor Ilona Box speaks to her personal experience as the successor in a retirement plan 26 years in the making.