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  • Advisors Who Have Executed Successful Transitions Offer Advice For Those Just Beginning To Plan

  • Creating A Wealth Management Firm That Will Be Highly Valued When You Are Ready To Sell

  • Grau Launches New Business Aimed At Broker-Dealers And Custodians That Want to Help Their Advisors With Succession Planning, Mergers & Acquisitions

  • Human Resources Concerns Rival Advisors' Concerns About The Economy, Markets, And Regulation

  • Like Doctors, Advisors Don't Take Their Own Medicine When It Comes To Succession Planning Advice

  • Practical Suggestions For Seguing Your Business Include Early Compensation And Partnership Stake Valuation

  • Quick! Grab Your Data!

  • Succession Link, A New Listing Service For Advisors Who Want to Sell Firms, Debuts

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You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.