How to build a team around your succession plan

The quality of your transition depends on how well you meet the needs of your clients and your staff

Mar 21, 2014 @ 2:40 pm

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Here Ray Sclafani, president and founder of ClientWise, talks with InvestmentNews assistant managing editor Lorie Konish about the questions advisers should ask themselves to create plans that will serve the needs of both their clients and their teams. Plus, for more on the latest in succession planning, consult the latest special report.

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