It looks like the financial services industry is progressing towards a succession crisis. Are advisors ready to handle it?

Shannon Spotswood interviews David DeVoe, the Founder and CEO of DeVoe & Company, about the current state of M&A activity and succession planning in the financial advisory space.

Together, they highlight the succession crisis in the field and the importance of succession planning. David also talks about the challenges and barriers to succession planning, the factors contributing to a firm’s success, and the impact of marketing on the industry.