The Next Generation within a Firm
b'Succession planning within a firm is complicated, with a lot riding on it for both generations. To give us a glimpse into what makes or breaks a succession plan, Hannah Moore, CFP\\xae, sat down with two young planners who are in the thick of it. Kevin Cassidy, CFP\\xae, is the Next Gen director at FPA Houston and is in the midst of succession at Veritas Wealth Management. Brooklyn Brock, CFP\\xae, CEPA\\xae, ChFC\\xae, CKA\\xae, is the founder of Ellevate, a financial planning firm for advisors that specializes in exit coaching. Together, Kevin and Brooklyn share what they\\u2019ve learned about the pitfalls that crop up and approaches that work when you\\u2019re taking the reins of an established company.'