lpl

As a financial advisor, you actively promote advanced planning to your clients to help them achieve their financial goals. As a business owner, it is just as important that you do the same by creating a succession plan for your practice. Industry statistics point to less than two-thirds of advisors with an adequate plan in place. The good news is that it is never too late to begin planning. This guide can help by providing information, tools and resources you can use to not only get started on your business succession plan, but begin building greater equity value for the future.

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