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A transfer of power and influence is on its way in wealth management: Many advisors and wealth practice leaders will soon retire, handing the reins to the next generation of industry leaders.
The majority of advisors are not ready themselves for that day, with 53% of advisors in our survey conducted in association with Horsesmouth saying they do not have a succession plan in place. But distribution teams should be planning on this shift now, getting to know and building relationships with the types of advisors likely to drive product selection and usage for years to come.