The financial side of promoting younger planners in indie practices Podcast Por  arte de portada

The financial side of promoting younger planners in indie practices

The financial side of promoting younger planners in indie practices

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Phased succession plans that stagger the amount of equity changing hands can help usher in the next generation of financial advisors, PPC Loan Managing Partner Dustin Mangone says in an episode of Financial Planning’s Invest Podcast.  

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