 Succession planning isn’t easy. However, not planning is the biggest risk that advisers can take as they consider their retirement futures."Matt Sonnen, CEO and Founder, PFI Advisers.
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Voices A new twist on succession planning urgency
Matt Sonnen | Financial Planning, May 2017
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Summary: Although the drumbeat for succession planning has been getting louder over the years, the industry continues to remain woefully unprepared.
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