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Sustained growth through succession planning

Brett Moldenhauer; Richard Moldenhauer, CLU, ChFC

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Implementing a succession plan is imperative, but what about one that could grow 25% each year? The Moldenhauers show how and why advisors can - and should - recruit or develop a successive owner for their practice. They demonstrate why revenues increase and client satisfaction improves when clients know the advisor will be there far into the future. For new owners, they explain how they can fund the purchase of the practice and how the new synergy will increase revenue.

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