![]() Nick Georgis, vice president of Schwab Advisor Services. |
Summary: Some financial advisers have found a way to work less, keep their best clients and even pocket a little change. These advisers, many close to retirement, are selling their smaller client relationships to another adviser or firm. Though it can be an emotionally difficult process, some think it's a great solution to help aging advisers, struggling junior advisers and even investors with lower account sizes.
![]() Nick Georgis, vice president of Schwab Advisor Services. |
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