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Dan May
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Elite Advisors’ Strategies

Elite Advisors’ Strategies for Succession Planning

Did you know that less than 30 percent of independent advisors have created, or are currently thinking through, their succession plan?

Our latest white paper, Elite Advisors’ Strategies for Succession Planning, draws upon the achievements of top regional directors throughout the industry who know how to implement personalized succession plans for independent advisors.

Learn what key steps you can use within your business to implement a successful succession plan, including:

  • How to find and evaluate the right succession model for your business
  • Methods to limit your practice’s exposure to risk in case something happens to you
  • The succession planning benefits of joining a regional based broker-dealer

Download your copy of Elite Advisors’ Strategies for Succession Planning today.

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