HTGI 076: Listener question: Make a change to create a succession plan?

December 5, 2017PodcastSean KernanComment

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I help financial advisors who are currently employees explore information about independent business models. This site allows you to do so on your own time, in your own space, with unquestioned privacy. I am trying to build a resource that I would have loved to find when I was educating myself during the 7 years before establishing my practice.

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