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    Succession Planning

    Key Elements of Succession Planning: Preparing Your Clients

    Most financial advisors know that they need to have a succession plan in place – whether they follow through on it or not or leave it until it’s too late, that’s beside the point. But many financial advisors, even those who have a plan, aren’t clear about how important it is to prepare their clients for a successful transition. Having your plan figured out is the first step. You also need to make sure that your clients are on your side and supportive of your next move.

    7 Ways to Maximize the Valuation of Your Financial Advisory Practice

    One of the ways in which we have been successful in growing Beck Bode is by inviting like-minded...

    Why Financial Advisors Struggle with Succession Planning

    We know from experience in working with business owners that planning for succession is something...