Creating a successful succession plan

The best succession plan for you might not be a succession plan at all. For a lot of financial professionals, a contingency or transition plan may be more realistic. That’s because these plans enable you to continue working while extending your earning years.

Our FREE whitepaper, “The succession planning alternative,” gives you a look at planning approaches that may be more desirable and viable than selling your practice.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.