Succession Planning for Financial Advisory Practices

As a financial advisor who acts as a fiduciary, it is vital to have a plan in place. This may already be taken care of internally if you are an employee, partner or owner in a larger firm. But in a smaller firm, or one where you are the only advisor, it may present more of a challenge. The reality is, no matter what size your firm is, it is important to have a plan in place.

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Whaddya know. An exit strategy for people like me. As an exit strategy maven, you gotta know I have one for EGS. Go ahead, ask me to prove it.