My Succession Plan for Transitioning Seamlessly Into Retirement

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

English - April 06, 2017 16:46 - 17 minutes - 12 MB - ★★★★ - 10 ratings
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What's Working Now: With his own retirement approaching, this advisor built a succession plan that found two strong replacements for himself, integrated them into the firm using a set pay scale model, and arranged for a buy-sell agreement.