Transition planning for financial advisors involves deciding how clients, staff and the value of a practice will be handled when an advisor retires. Depending on the advisor’s goals, that may mean selling the book of business to another advisor or firm, transitioning clients to an internal successor or using a combination of both approaches. The […] The post How to Transition or Sell Your Book of Business When You Retire appeared first on SmartReads by SmartAsset .
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