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Media Mentions

November 6, 2019

Modern Practice Management, Pt. 2: Why Small RIAs Are Stranded When Succession Planning

CEO & Managing Partner Michelle Jacko was quoted by The Financial Services Network in their article, "Modern Practice Management, Pt. 2: Why Small RIAs Are Stranded When Succession Planning" on November 5, 2019. 

The article discusses succession planning, specifically for smaller firms, and offers suggestions to ensure your succession plan is adequate. 

About the author

Michelle L. Jacko, Esq

Managing Partner and CEO

Michelle L. Jacko, Esq. is the Managing Partner and CEO of Jacko Law Group, PC (“JLG”), which offers securities, corporate, real estate, and employment law counsel to broker-dealers, investment advise...

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