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In the News

Coming Together

Posted by Mindy Diamond

WealthManagement-com

By Mindy Diamond

Life happens, and those who are best prepared wind up the winners. Forty percent of practice owners wish to transition their practice to another party within 10 years, yet more than 40 percent of advisors who are within two years of transitioning their practice lack a succession plan, according to a 2012 Aite Group survey.

One way for advisors to be prepared in the event of something going wrong is to team with other advisors. Advisor teams have expanded in size, scope and service to keep pace with an increasingly wealthier clientele and prospect pool.

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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