Andy Kalbaugh

Andy Kalbaugh is executive vice president for business consulting at LPL Financial Independent Advisor Services.

Andy Kalbaugh
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Make sure you reap what you sow
NEWS OPINION MAR 21, 2010
Make sure you reap what you sow

Less than 4% of all independent advisers have ever had their businesses professionally valued, and less than 10% have any formal, written succession plans in place.