Atlanta (Sept. 24, 2003) -- The Financial Planning Association has authored a new manual to help planners address succession planning.
Titled “Succession Planning Strategies for the Financial Planner,” the manual is designed for planners at all stages in their careers. The manual includes six succession planning strategies and 12 real-life case studies submitted by financial planners. It also addresses topics such as the psychological impact on both clients and the planner, valuation issues, and acquiring another practice for those in early to mid-career stages.
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