As part of your preparation, consider getting some executive coaching. With professional help you’ll probably make better decisions and be much happier with the outcome."
Yvonne Kanner, President and COO, Fiduciary Network
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Succession Planning: Are You Being Negligent?
Yvonne Kanner | Financial Planning, February 2014
Read the article online >Summary: The biggest reason why most wealth management firms have no viable succession plan is because of what it means personally for their owners. It’s a passage that marks the end of one phase of life and forces owners to recognize their own mortality. And who even wants to contemplate that?
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