Succeed At Succession Planning: A 4-Step Playbook For Firm Ownership Transition
Nerd's Eye View
AUGUST 19, 2024
Founding owners of financial advisory firms often spend much of their time focusing on the short-term aspects of running their business, from providing high-quality client service to pursuing client growth. Which means that longer-term projects, such as creating a succession plan to have in place for the firm when the owner retires, may tend to get put on the back burner.
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