Finding the right advisor to pass the reins to is a critical step for an effective succession plan. Our Hiring an Advisor Handbook can help you find the right professional for your firm by posing such questions as:

• What type of advisor do you need?
• How experienced should the new advisor be?
• Are you prepared for mentoring?
• Do you see this person as a candidate to succeed you?

Don’t leave key staffing choices to chance or instinct. Use the recruitment approach in this guide to help strengthen your practice now and position your business for a smooth succession plan.