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Welcome to The Platinum Years Blog – a collection of valuable stories and informative articles to help guide people approaching retirement towards a more effective and seamless transition.

Succession Planning for Financial Advisors – What to do with your business and your life

  |   Financial Advisors, succession planning

Succession Planning for Financial Advisors can be especially tricky because of the deep, long-term relationships between advisors and clients. In this webinar, Jack Beauregard, founder of STPI, is interviewed by Mary Ann Buchanan, founder of RIA Match in Virginia on the matter of making an...

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