To give financial planners clarity about the future of their practice.
Many advisors tell me they go back and forth on what to do. Should I sell? To whom should I sell? Should I bring in a younger advisor to succeed me? What if I purchased another practice?
I've worked with thousands of advisors in my time. Small, medium and large practices all across the United States. I can help you determine what matters most to YOU, your staff, your family AND perhaps most importantly your clients.
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