GOOD MORNING AND GREAT COFFEE!
So say you're a financial advisor preparing for retirement. Where do you start? Are you in a position to make it a smooth transition, and do you have the connections to ensure your clients retain premier service even after you're gone? We're sure if you're at this juncture of your career you're asking all of these questions, and THEN some, so let us help. In this week's episode, Mark sits down to discuss all things succession planning. Give it a peep!
If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at [email protected].
REMEMBER: LIVE WELL AND PLAN EVEN BETTER
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