Jeff Vivacqua

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YOUR PRACTICE PRACTICE MANAGEMENT JUL 27, 2014
Succession planning: It's not just about the value of your business

The challenges facing the financial advisor marketplace are becoming increasingly more evident and the graying of financial advisors seems to top that list; however, most advisors, broker-dealers, and custodians tend to focus on the surface issues around succession planning and are not addressing the root causes of the challenges facing the financial advisor marketplace today.