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How Advisors Should Build a Succession Plan

“To build a successful #successionplan, advisors must first value the practices while considering factors such as client demographics, sources, and growth rate of revenue as well as client retention,” @David Johnson, a partner at SEIA, shares his unique take on the importance of a succession plan, how to properly create one, and how to determine your business’s value with @Ellen Chang, @U.S. News and World Report.

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