 Creating a business in which you become dispensable is a very important characteristic of how you create transferability and ultimately increase the value of your firm."
Kelli Cruz, Founder and Managing Director, Cruz Consulting Group.
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Advisors Struggle With Internal Succession
Andrew Coen | Financial Planning, February 2014
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Summary: While many financial advisors would prefer to have someone within their practice take over upon retirement, not enough are prepared for the internal succession planning process, Kelli Cruz, the founder of Cruz Consulting Group told advisors here during a presentation on Monday at IMCA's Consultants Conference.
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