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Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—wa
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Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business. Why waste a great opportun
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A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook o
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This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becomi