Succession planning for registered investment advisors

摘要

Methods and apparatuses are described for determining a succession planning track for a registered investment advisor. A server generates a plurality of statements associated with business and personal goals, and each statement in the statement sets is associated with one or more succession planning tracks. The server determines one or more preliminary tracks based on selected statements received from the remote computing device. The server generates a set of business and personal value statements associated with the preliminary tracks. The server determines a final track based on a priority ranking for at least one of the business and personal value statements. The server generates a succession action plan corresponding to the final track.