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Geri Eisenman Pell: Succession Planning Tips for Financial Advisors

Barron's Advisor

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Navigating Succession in Financial Advisory

This chapter focuses on practical steps for financial advisors in succession planning, emphasizing the need for alignment between personal strengths and market demands. It highlights the importance of cultural fit in mergers and acquisitions, along with the significance of client priorities and legacy during transitions. The chapter also discusses the challenges of finding suitable successors and the necessity of thoughtful evaluation of financial offers for long-term growth and stability.

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