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How can you help me with Continuity and Succession Planning?

Published on: December 12, 2013

Financial advisors are dedicated to helping clients plan their financial futures, but sometimes need help putting plans in place to ensure the smooth transitions of their own practices. As a Nicklas partner, you’ll have access to the Practice Transition Center by Securities America—a first-of-its-kind library of videos and tools that help advisors understand and implement the process of buying or selling a practice.

 

Securities America Continuity-Succession-Acquisition


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