In this episode of the BISA Industry TrendWatch series, presented by BISA and Ameriprise Financial in partnership with Stathis-Mittel, Merrill Stewart of Allegacy Federal Credit Union and Kyle Stroud of Centennial Bank dive into the finer points of succession planning, including:

• The structure of a good succession plan
• The advisor partnership transition
• Career tracking implications
• Compensation and client transitions
• Leveraging a good succession plan to differentiate the recruiting process