Modern Practice Management, Pt. 2: Why Small RIAs Are Stranded When Succession Planning

CEO & Managing Partner Michelle Jacko was quoted by The Financial Services Network in their article, "Modern Practice Management, Pt. 2: Why Small RIAs Are Stranded When Succession Planning" on November 5, 2019. 

The article discusses succession planning, specifically for smaller firms, and offers suggestions to ensure your succession plan is adequate. 

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