Daralee Barbera on Succession Planning for 2024 and Beyond

In her article, Barbera, the program director of The College’s Master of Science in Management (MSM) Program, analyzes what planning for practice succession looks like in 2024, key factors that need to be considered, and how these decisions can affect a practice’s relationship with its clients.

Barbera points out the importance of a strong succession plan, noting that clients will appreciate a firm’s preparedness for the future. She also suggests firms may want to consider female clients and advisors as they plan for their futures, citing the importance of having leadership that understands diverse clients and their future goals.

Read on to learn more about how Barbera believes women can play an instrumental role as many practices pave the way for future success!

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