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Succession Planning
Advisors spend most of their time educating clients on the importance of proper planning and protecting their future. Yet data continues to suggest that advisors are not taking their own advice in terms of planning for the eventual succession of their business.

Within this session, we will discuss trends we are seeing in the industry and share best practices for a successful transition, however that may look for you.

Nov 17, 2022 04:00 PM in Eastern Time (US and Canada)

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