Advisor Introduces Fourth Successor In Three Years, This One Definitely "The One"

"Thompson, 64, says David is 'nothing like the last three,' a phrase he has now used four times.

Arthur Thompson, CFP®, ChFC®, CLU®, RICP®, AIF®, who met David Chen at a regional planning conference nine days ago, said he knew immediately. “You can just tell,” he explained, referring to a feeling he has previously described about former succession partners named Greg, Marcus, and the other Greg. David has already been added to the firm’s letterhead, the website, and a joint client email signed “Your Team for the Next 30 Years.”