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Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119

Kitces and Carl - Real Talk for Real Financial Advisors

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Challenges of Older Advisors Delaying Retirement

The hosts discuss the common issue of older advisors who are hesitant to retire, causing challenges for younger advisors who were supposed to be part of the succession plan. They explore the reasons behind this phenomenon and share personal anecdotes, highlighting the identity crisis faced by advisors transitioning into firm leaders.

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