<p> Phased succession plans that stagger the amount of equity changing hands can help usher in the next generation of financial advisors, PPC Loan Managing Partner Dustin Mangone says in an episode of <em>Financial Planning's</em> Invest Podcast. </p>

Phased succession plans that stagger the amount of equity changing hands can help usher in the next generation of financial advisors, PPC Loan Managing Partner Dustin Mangone says in an episode of Financial Planning's Invest Podcast.

The financial side of promoting younger planners in indie practices

Financial Planning Senior Editor Tobias Salinger examines the fast-changing wealth management space in The Invest Podcast, which is recorded live at the Invest conference with some of the top players leading the major industry shifts. This deep yet time-efficient dive probes all of the issues shaping and reshaping the industry.

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The financial side of promoting younger planners in indie practices

The financial side of promoting younger planners in indie practices