Summary: When it comes to succession planning, one of the most common misconceptions we see is “I have a partner in the business. The future of my firm and clients is protected”.
 Externally succession-planning options are extremely viable and attractive options for RIAs, whether you are a solo practitioner or not. So make sure you explore your options before making a decision."Rajini Kodialam, co-founder, Focus Financial Partners LLC. |
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