Working smarter: Build greater practice value through succession planning

As a financial adviser, you actively promote advanced planning to your clients to help them achieve their financial goals. As a business owner, it is just as important that you do the same by creating a succession plan for your practice.
JAN 16, 2012
As a financial adviser, you actively promote advanced planning to your clients to help them achieve their financial goals. As a business owner, it is just as important that you do the same by creating a succession plan for your practice. This white paper, sponsored by LPL, provides advisers with thought leadership around building a succession plan and increasing the value of your practice.

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