In a May Advisor Perspectives feature article, Marcus Heinrich points to the way that Forum Financial Management, parent company to the Wealth Advisor Alliance, has chosen to structure its advisor community with a far-sighted perspective that accounts for an advisor journey from early years to succession planning. His Advisor Perspectives feature article considers how to implement a client-transition program through the lens of his own 30-year advisor journey with succession now more clearly on his horizon. Marcus explains that Forum’s sustained growth has been due in part to Forum’s distinct advisor model.
Article excerpt appears with permission.
How to Implement a Client-Transition Program
By Marcus Heinrich, CFP®
Financial Advisor, Forum Financial Management
Since life has unexpected events that are out of your control, you should have a succession plan when you establish your practice. Everyone has a succession plan, whether they know it or not, but not every plan is a good one.
This article originally appeared in May 2021 on Advisor Perspectives.
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