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  Advisor M&A, Advisor Succession, Team Spotlight, Valuations

  Team Spotlight: Todd Doherty – Managing Director, Acquisition and Legacy Planning

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  Advisor Succession

  Don’t Keep Staff In The Dark About Your Succession Plans

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  Advisor M&A, Advisor Succession, Team Spotlight

  Team Spotlight: Vicki Walton – Operations Manager, Acquisition and Legacy Planning

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  Advisor Succession

  Finding a Successor For Your Financial Advisory Practice

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  Continuity Planning

  Why Do So Many Advisors Not Have A Continuity Plan?

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  Advisor Succession

  Advisor Burnout – Is It Time To Sell?

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  Advisor M&A, Valuations

  Despite Market Volatility, Practice Values Increasing At Highest Rate In History

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  Advisor Succession

  Biggest Mistakes Advisors Make When Selling Their Practice

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