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Succession Planning for Financial Advisors and Wealth Management Firms

Succession Planning for Financial Advisors and Wealth Management Firms

“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 management firms in his latest article for InvestmentNews.

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