The Succession Blueprint: Nurturing the Next Generation to Ensure Client Satisfaction
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Format: Paperback
Description
Twenty percent of the financial advisor population is over 65. If you are in your fifties or sixties and don't have an exit plan, this book may give you some ideas that will help you move in the right direction. You worked hard to build the business. Your clients are your friends and you want them to be confident in the people managing their money when you finally retire. Read more
Publisher : Independently published
Publication date : July 31, 2023
Language : English
Print length : 126 pages
ISBN-13 : 62
Item Weight : 8.6 ounces
Dimensions : 6 x 0.29 x 9 inches
Best Sellers Rank: #1,140,893 in Books (See Top 100 in Books) #1,278 in Wealth Management (Books)
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