 Making sure your successor is plugged in where it counts shows you’re a clever businessperson and a true fiduciary.”Dan Richards, practice-management consultant. |
Always Introduce Your Successor to Clients
Thomas Coyle | Financial Advisor IQ, January 2015
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Summary: You’re smart, and you do what’s best for your clients. So you didn’t wait to find a successor. You got on the ball and found one, a promising younger FA. Now she’s installed at your firm and learning what it takes to be boss.
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