Summary: The push by more owners to tackle succession planning, along with an aging workforce — not to mention six-plus years of rising financial markets — is driving a surge in mergers and acquisitions in the financial-advice industry.
 But you’ve got to take your time and remain patient.You don’t want to let the lure of bringing aboard tons of new clients in one swoop override your strategic efforts to build a sustainable plan for growth that will last for years to come.”Derek Holman, managing director, EP Wealth Advisors |
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