invest1 publisher
Only 38% of retiring advisory owners have named the successor 86% of juniors say they want
An Edward Jones and Morning Consult poll puts fully documented succession plans at 42% of advisors. The practitioners explaining why chosen successors leave split between the price of the equity and never being told the equity exists.
Publishers:americanbanker.com
Reality
- Evidence54
- Adoption40
- Hype gap+18
- Incentives66
- Confidence52