Catching the attention of Riskinfo readers this week was news that former Partners Life MD Naomi Ballantyne has fronted a video offering guidance on succession planning…
The Adviser Platform has released the first of what it says will be a series of videos featuring industry leaders sharing advice on running a successful adviser business.
Its first Insider Insight video is fronted by former Partners Life MD Naomi Ballantyne, now chair of The Adviser Platform, offering advice on succession and the ideal exit strategy.
In the video Ballantyne cautions business owners who think they can simply hand their business over to a family member and be kept on-salary.