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Succession Planning for Financial Advisors and Wealth Management Firms

by Vance Barse | Dec 1, 2021 | InvestmentNews, M&A, Succession Planning

“How do I sell my financial advisory practice or book of business?” Vance Barse, CPWA®, AIF®, who has lectured on succession planning and successfully acquired a retiring advisor’s practice, outlines succession planning strategies for financial advisors and wealth...

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Succession Planning for Financial Advisors and Wealth Management Firms

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