 You have to have a mission that’s compelling enough to make sure that your clients are taken care of after you are gone."Russ Crosson, President and CEO of Ronald Blue and Co. |
4 Keys to Internal Succession Plan
Ann Marsh | Financial Planning Magazine, June 2013
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Summary: Internal succession continues to be the preferred succession plan. One of the country’s largest RIAs, Ronald Blue and Co created a company culture and a succession plan which requires the firm to value the whole over its parts. In other words, the group mindset has to be that the endurance of the firm is more important than the immediate prosperity of the individual advisor.
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