Succession Planning

Succession Planning for Financial Advisors

You spend your career helping clients manage their wealth and prepare for retirement...


Now it's your turn

"What are you doing to manage your own wealth and prepare for retirement?" 

According to Cerulli Associates report, roughly one-third of current financial advisors are expected to retire and leave the business over the next decade. As this transition takes place, it will be important for Financial Advisors to have the pieces and planning in place to meet your personal, professional and retirement needs.


Banyan, Rock and Talent has the tools, resources and staff to help value, protect and ensure you have the opportunity to reap the rewards of the pratice you've worked so hard to build. 

If you are interested in getting the conversation started, I would love the opportunity to speak with you in more detail. Please call us at 919-782-0033 or contact us.