NAPFA teams with FP Transitions to offer succession planning help
The custom program will provide the group's fee-only planners with counseling and matching, including an annual valuation and an annual continuity plan.
The National Association of Personal Financial Advisors has entered into an agreement with consulting firm FP Transitions to help its members with succession planning.
A 2020 Cerulli study showed that of advisers who planned to retire by 2030, 26% were not sure of their succession plan.
FP Tra
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