Integrated Partners的动态

Great Article from Rob Sandrew, the Chief Growth Officer at Integrated Partners. The average age of a financial advisor today is around 55 years old with 20% of advisors in the industry retiring in the next five years. For the next generation of planners, it’s about preserving trust, upholding values, and building strong relationships. Investing in a mentorship is not only about a succession plan, however it is ensuring that the future of the industry will continue to be in great hands. As a young associate in the industry, I am interested in learning about the succession plan of experienced advisors. Specifically, how they envision their future, how can their legacy be carried on, and how they plan to maintain client relationships. If you are one of these advisors, I would greatly appreciate a conversation.

With 20% of advisors planning to retire within the next five years, there is no question that succession planning should be top of mind for all firms. Rob Sandrew, Chief Growth Officer at Integrated Partners outlines some key considerations for developing your succession plan in his latest article for Citywire RIA: ??Identify and mentor G2 advisors early ??Protect your firm’s culture and client relationships ??A well-defined plan boosts client and employee confidence

?? Witnessing the anticipated "silver tsunami" amongst financial advisors has been more of a ripple than a wave. I'm thrilled to share this intriguing phenomenon alongside Andrew Marsh in the below feature article. For the past decade, we've expected a surge in advisor retirements, but reality tells a different story. Why are seasoned advisors delaying succession planning, and what does this mean for the future of our industry? In our interview, we discuss the real reasons behind this stagnation and explore solutions that balance #legacy with progress. From the lack of actionable plans to generational shifts in retirement views, the insights are eye-opening. Read more about our conversation and the proactive steps we propose to ensure a thriving, sustainable future for #RIAs. #SuccessionPlanning #WealthManagement #FinancialAdvisors #RIA #Leadership #Innovation

With 20% of advisors set to retire in the next 5 years, firms that fail to mentor and prepare the next generation could risk losing key clients and disrupting business continuity. In my latest article for Citywire, I explore how succession planning isn’t just about passing the baton—it’s about securing long-term growth and preserving the legacy you’ve built. Give it a read and let me know your thoughts!

According to small business platform Teamshares, nearly two-thirds of small business owners in the U.S. plan to retire within the next two years – without a solid succession plan in place. (Source: International Banker https://bit.ly/3XEJwBA) This lack of planning may create uncertainty for the future of the business and its employees. It is recommend to start the succession planning process at least five years before a business leader or owner retires to potentially ensure a smooth and successful transition. If you are a business owner nearing retirement, now is the time to think about who will carry on your legacy. A well-thought-out succession plan may preserve the future of your business. Let us help you explore your options and prepare for a seamless transition. https://lnkd.in/ghN7z7KD #AskClearDirectionInvestments #ClearDirectionInvestments #ClearDirection #Phoenix #Arizona #Scottsdale #AZ #PhoenixAZ #WealthManagement #FamilyOffices #AlternativeInvestments #PrivateEquity #SuccessionPlanning #InvestmentStrategy #WealthRetention #PeopleFirstFinancesSecond

The process of succession planning involves careful consideration of both business operations and asset management. Having a clear plan may facilitate smoother transitions. #ClearDirectionInvestments #ClearDirection #PrivateEquity

Succession planning is a potential key aspect for business owners approaching retirement. Ensuring that both the business and its assets are accounted for in the transition process may help maintain stability and continuity. #ClearDirectionInvestments #PeopleFirst #RiskManagement

As many small business owners approach retirement, having a succession plan that incorporates both operational and financial considerations may assist in ensuring a seamless transition. Starting the planning process early can potentially help address challenges and may align asset management with long-term goals. #ClearDirectionInvestments #ClearDirection #PrivateEquity

??Did you know more than 100,000 advisors plan to retire over the next decade? That number, which is according to Cerulli & Associates, equates to 38% of the industry’s headcount. The retirement drain only contributes to the talent shortage in the industry. So here's the big question: Does your firm have a succession plan in place? Read more via @RIAIntel below ??

Over one-third of small business owners lack retirement savings, underscoring the critical need for effective succession planning. Early, thorough planning ensures both personal fulfillment and business continuity, balancing emotional and financial considerations. Bennett Thrasher’s Value Acceleration & Exit Planning practice is committed to helping business owners navigate succession complexities, including assessing a company’s value and establishing a strategic exit plan to meet an owner’s timeline. #SuccessionPlanning #ExitPlanning #BusinessOwner #Entrepreneur https://lnkd.in/eE8Ph7ba