Category: Succession Planning

How Independent Financial Advisors Can Turn their Businesses into Legacies
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How Independent Financial Advisors Can Turn their Businesses into Legacies

Independent financial advisors, planners and brokers face one of their biggest challenges right at the end of their careers: how to turn their hard-won business into steady annuity income to ensure a financially stable retirement? The most common solution – selling the business as a going concern – may be the worst option.  The Challenge...