||2 of 2 people found the following review helpful.| A must read for any Financial Advisor over the age of 50!|By William H. Sheavly|I bought this book long after I had started the succession planning for my business and wish I had had it from the very beginning. I think it is must read for any financial advisor who is getting towards the end of his or her career and needs to know what to do next. David has a wonderful conversat|From the Inside Flap||Being an independent financial services professional necessarily implies a commitment to a profession that surpasses a single career; the element of “planning,” or at least focusing on the future, implies that you’re star
This book is going to challenge you and everything you think you know about succession planning.
For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not t...
[PDF.us33] Leman Succession Planning for Financial Advisors: Building an Enduring Business (Wiley Finance) Rating: 3.92 (787 Votes)
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You can specify the type of files you want, for your device.Succession Planning for Financial Advisors: Building an Enduring Business (Wiley Finance) | David Grau. I have read it a couple of times and even shared with my family members. Really good. Couldnt put it down.
