Succession Planning is Not About You. It’s About Your Clients. Reviewed by Momizat on . Start Your Succession Plan Decades in Advance Engaging in a decades-long succession-planning process can ensure that clients are taken care of and a practice co Start Your Succession Plan Decades in Advance Engaging in a decades-long succession-planning process can ensure that clients are taken care of and a practice co Rating: 0
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Succession Planning is Not About You. It’s About Your Clients.

Posted date: September 21, 2016 In: QuickPress

succession-planningStart Your Succession Plan Decades in Advance

Engaging in a decades-long succession-planning process can ensure that clients are taken care of and a practice continues to thrive after its founder retires.  Recruiting young advisers can bring new ideas to your practice and help keep it going.  Mike Lockwood, representative of Lincoln Financial Advisors Corp., explains.

To read the full article in Wealth & Management, click: Succession Planning is Not About You.  It’s About Your Clients.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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