Monday, February 27, 2017

FA Center: Plan for the inevitable: Why financial advisers need to think about succession

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FP Transitions David Grau Sr. David Grau Sr. is one of the founders of FP Transitions and is the company’s president. Grau, author of “Succession Planning for Financial Advisors: Building an Enduring Business” and “Buying, Selling and Valuing Financial Practices: Read more ...

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source http://www.biggiesboxers.com/fa-center-plan-for-the-inevitable-why-financial-advisers-need-to-think-about-succession-2/

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