About a decade or so ago, one of the most pressing issues facing the financial advice industry was the threat of an imminent deluge of advisor retirements coupled with a paucity of succession plans to transition clients to the next generation. While that scenario has yet to materialize as initially feared, the fact remains thatRead More... The post Kitces & Carl Ep 143: Taking Over Clients From An Advisor With A Different Personality And Communication Style first appeared on Kitces.com.

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