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Succession planning in an age of employees

Every month Wealthtime speaks to hundreds of advice professionals and a persistent theme that seems to be exercising the minds of those who have been in the profession a while is this:

How do we make sure advice as a business is attractive enough for the next generation of advisers to take over when the time comes to exit?

With the help of Octo Insights and Octo Members we ran a series of focus groups with financial advisers on either side of the mooted generational divide to canvas their thoughts.

This report includes:

• verbatim responses from today’s business owners and covers topics including their route to business ownership
• the hurdles faced by the next generation
• the cultural differences they see between the adviser generations and ultimately what that may mean for future service expectations.

To view the full report, complete this short form >