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Monthly Archives: October 2014

The Fundamental Elements of a Successful Succession

Many advisors believe your most important action with regard to succession is finding the right person to take the reins of your practice from you when you decide the time is right to walk away or an unplanned incident like death or disability occurs. Although I acknowledge the importance of the individual tasked with the care and feeding of your practice after you leave, I believe that’s just one of the four fundamental human elements that are critical to the long-term viability of “your … Read More >

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