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What Happens When Your Advisor Retires?

Updated: Aug 16, 2021

#FinancialAdvisors emphasize the importance of #planning. Do they practice what they preach? According to recent surveys, more than 70% of financial advisors have no #succession plan to take care of their clients. Check out how some firms “take care” of clients without an advisor succession plan (closer to the truth than you might think).

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