The Importance of De-risking Your Practice With Ted Jenkin
The Perfect RIA
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Navigating Risks and Succession in Financial Advisory
This chapter explores the challenges and risks faced by financial advisors, especially those new to the industry who have not experienced a bear market. It emphasizes the necessity of de-risking practices and discusses the complexities of business succession, advocating for rational decision-making in selling practices. The conversation also addresses the impending retirement of seasoned advisors and the urgent need to plan for the legacy and future of their client relationships.
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