Finding the Successor to Your Business. Where Can You Find the Next Generation of Advisor to Take Over Your Practice?
Abby Salameh | WealthManagement.com, August 2017
Read the article online >Summary: It comes as no surprise to learn that over 65% of financial advisors have no fully documented succession plan according to a recent study Private Advisor Group conducted. After all, advisors in the independent channel are often times solo practioners who are working their way towards their own retirement as they help their clients with the same.
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