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Wealthies Circle Podcast: Ric Edelman on Succession Planning in Wealth Management

Ric Edelman details the succession planning that financial advisors should be doing in order to keep up with the changing industry.

 

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In this episode, David Armstrong is joined with Ric Edelman, founder of Edelman Financial Engines, as they discuss the succession planning that financial advisors should be doing in order to keep up with the changing industry. 

Jean and Ric Edelman

Jean and Ric Edelman

In this episode, we discuss:

  • The results from a survey Edelman Financial Engines completed to uncover the impact of the COVID-19 pandemic
  • The changing advisory model since COVID-19
  • How the financial advising role might change as the industry changes
  • What the market may look like for younger advisors in the financial industry  
  • And more! 

Tune in to learn what succession planning might look like for financial advisors who want to stay successful in a changing industry. 

Listen to the Wealthies Circle Podcast

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