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Aug 30, 2016

With only 62% of independents having a succession plan, advisors are across-the-board waking up to the fact that they are running out of time and need to prioritize having a solid plan in place for when they retire. The excuse of "not having enough time" is no longer cutting it. In this episode of AdvisorRadio, Ellen Rogin speaks with Frank Skinner, CFA, CPA, of AUM Partners about the obstacles that prevent many advisors from working on their succession plans, and how they can be overcome. Delegation figures prominently in the discussion, both for its importance in the succession process, but also in taking advisory firms to a whole new level of efficiency and production.