| December 2015 | |
| Making Your Succesion Plan Priority |
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Advisors spend a great deal of time and effort planning for their clients' future and assessing their long-term goals, but how many advisors do the same for themselves? A recent study finds that just 37% of advisors have a succession plan in place. And oddly enough, the closer an advisor is to retirement, the less likely that he or she is prepared. Interested in leaming more about the importance of succession planning? |
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