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Many advisor's think they can't afford to build a team, others would say they can't afford not to.
The final 11 steps to ensure a successful transition.
In the latest installment of her series on transition planning, columnist Christine Timms asks: what should your successor bring to the table?
A well-organized transition process provides peace of mind to clients, successors and exiting advisors.
Recognizing all stakeholder needs will maximize the benefits of clients and advisors in the transition process.
Why assuming another advisor's clientele can be an excellent opportunity to grow your practice.
We asked three retired advisors.
Christine Timms discusses common retirement challenges and some of the steps for creating a succession plan.
Buying or selling a book of business during a pandemic is not for the faint of heart.
Retired advisor turned author pens three handbooks to help others reduce stress levels and increase productivity.
Access to interview for those registered with Globe Advisor (free to register if not already).
Access to interview for LinkedIn members.
Thinking about retirement doesn't have to be difficult.
An expert explains how and why to prepare details about your practice and clients.
Tips for finding the right person.
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