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Succession Planning Is a Top Year-End Priority

January 12, 2026

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit technology decisions and assess profitability. Year-end planning is crucial for running efficient businesses and delivering superior outcomes for clients.

But there is one critical item that rarely makes it to the top of the list, if it appears on the list at all, and that is succession planning.

https://www.wealthmanagement.com/business-planning/succession-planning-is-a-top-year-end-priority

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