Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' Interests First - Hardcover
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Language:EnglishPublisher:Ethos CollectiveISBN-13:9781636804873ISBN-10:163680487XUPC:9781636804873Book Category:Business & EconomicsBook Subcategory:Finance, Personal Finance, IndustriesBook Topic:Wealth Management, Retirement Planning, Financial ServicesSize:8.00 x 5.00 x 0.31 inchesWeight:0.5512Product ID:SC30MAT2GQ
Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' Interests First
You will exit your practice.
Will you lead it, or will it lead you?
As a financial advisor, you've spent years helping clients plan for what's next. But when it comes to your future, delaying seems easier than deciding. The longer you wait, the more likely your exit will be defined by a moment you didn't choose or can't control.
This part of the journey is different, and author Tyson Ray knows it's...
Language:EnglishPublisher:Ethos CollectiveISBN-13:9781636804873ISBN-10:163680487XUPC:9781636804873Book Category:Business & EconomicsBook Subcategory:Finance, Personal Finance, IndustriesBook Topic:Wealth Management, Retirement Planning, Financial ServicesSize:8.00 x 5.00 x 0.31 inchesWeight:0.5512Product ID:SC30MAT2GQ
Ray, Tyson Jon: - After graduating from the University of West Florida, Tyson returned to Wisconsin to focus on his family and career. Tyson's first opportunity in his home state was with a financial advisor with whom he would walk through the succession process, a practice he would later acquire. For over two decades, Tyson has continually advanced his expertise, including studies at the Yale...
Publisher: Ethos Collective
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