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Knowledge and Insight > Plan for the Future
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Successions Must 'Look Like Synchronized Swimming'

Emily Dattilo | Financial Advisor IQ, July 2022
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Summary: Many financial advisors put off their succession planning until it’s too late because they aren’t ready to face the end of their career, can’t decide on a plan or simply haven’t gotten around to doing it.Building a succession plan involves four steps, according to Bev Flaxington, co-founder of consulting firm The Collaborative.

 
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