Key Takeaways
- The advice gap: why more needs to be done to replace retiring advisers
- A look at the available options for advisers regarding an exit strategy
- Understand the key findings of 2019’s Heath Report
- How a multi-generational family have established an advice business to leverage its strengths and target market
- Using a business vision statement and client planning documents can improve client acquisition
- Mentoring the next generation of advisers helps secure the business and provides a succession pathway
