Summary: The aging advisor reality is prompting business successions across our industry. Some of these are hastily enacted shotgun marriages, while others are thoughtfully crafted transition plans that are relatively seamless to clients.
 Change often begets further change, and having both the client and the new advisor commit to a fresh path forward will go a long way toward quickly establishing a trusted relationship..”Andrew Crowell, vice chairman, D.A. Davidson & Co.’s Individual Investor Group
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