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4 Keys to Succession Planning
Expert Opinion October 11, 2024 at 10:46 AM
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What You Need To Know
- Nearly 40% of today's advisors plan to retire in the next 10 years, Cerulli reports.
- Succession planning is highly personal to each advisor and, in many cases, very complex.
- The objective is to secure the highest value of the business while transitioning from it.
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