At least my observation is if it’s not a topic they’ve asked about, they sure are thinking about it."
Richard Dragotta, branch manager, LPL Financial |
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Summary: The succession planning process begins with first coming to the conclusion and buying into the idea that the inevitable is going to happen. Whether it’s a voluntary retirement or due to a disability, eventually everyone stops working. However, once advisors accept the inevitable, they can plan for it in a way that they’ll be satisfied with the outcome.
At least my observation is if it’s not a topic they’ve asked about, they sure are thinking about it."
Richard Dragotta, branch manager, LPL Financial |
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