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Succession Planning for Financial Advisors

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

  |   Financial Advisors, succession planning

image - succession planningSuccession 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 authentic transition of clients, but also from your old life and into a new more meaningful life.


Click one of the links below to watch:

 On YouTube

On RIA Match website

If you are facing a major life changes such as leaving your career or business, divorce, loss of a loved one, the empty next, etc., please download chapter one of Jack’s latest book, “7 Principles For Living with Authenticity: Discovering Your True Self When Facing Life Change” (click here), or click the image below:

7 Principles book image