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Summary: The most common exit strategy for a veteran advisor getting ready to retire is to sell his or her book according to the guidelines established either by their firm or industry valuations standards. There is another approach, but it requires planning — succession planning. These advisors are able to transition their business to a junior advisor on their team.
 It’s not unusual for these elite multigenerational teams have three to four partners, all junior in age to the senior partner, with each serving a specific role and having an expertise within the team."Matt Oechsli author, Building a Successful 21st Centure Financial Practice. |
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