The profession is facing a major transition. Over the next decade, an estimated 100,000 financial advisors (nearly 40% of the workforce) are expected to retire, putting 42% of industry assets in motion. Yet more than one in four advisors do not have a succession plan.

NAIFA needs to hear from you.

Please take a few minutes to complete our short survey on succession planning and professional development. Your feedback will help ensure NAIFA provides the programs and resources that match the needs of your business now and into the future.

Take the survey