Your succession plan should be a robust one, not just with any RIA down the street. Choose a firm that is aligned with your values, has the capacity to take on additional clients and has the capital to appropriately compensate you."Anita Venkiteswaran, Vice President, Focus Financial Partners
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Your succession plan should be a robust one, not just with any RIA down the street. Choose a firm that is aligned with your values, has the capacity to take on additional clients and has the capital to appropriately compensate you."
