eBook

Keep Your Legacy Going

GET THE RIA OWNER'S GUIDE TO SUCCESSION PLANNING

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WealthPlan Succession Planning Ebook pg1-1

Looking to take the next step in your career? If you’ve been running an advisory firm and decided it’s time to find a buyer or hire a junior advisor to take your place, there are other options available. Here’s what you’ll learn in this ebook:

  • How to recognize when it’s time to keep going (or time to plan your exit)
  • What you need to do to prepare clients for a smooth handoff to a new advisor
  • When you should try internal succession plans vs when an external option may make more sense
Download the guide now to read more and get confidence that you’re making the right decision and how to leave your business in the best hands. Download the guide now to read more and get confidence that you’re making the right decision and how to leave your business in the best hands.

 

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