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Grey hairs to young bucks: How to find a successor or be one

Daniel R. Meylan; Tom Guzzardo

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Succession planning is a problem whether you are a “Grey Hair” or a “Young Buck.” Grey Hairs ask, “What will happen to my clients and my practice?” Young Bucks need to understand practice valuation, and how to resolve generational issues and write a workable succession agreement. There are practical ways to find the right Young Buck successor and ensure a successful practice transition to the next generation. This presentation changes the game with the new processes and specific steps to transferring relational equity. Advisors will discover how to identify the pitfalls that sabotage succession and how to profitably perpetuate client relationships.
 

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