Preparing Next-Gen Planners for Succession Starts with this Phrase
In my latest at Financial Planning Magazine, I discuss how to transfer the mantle of trust to the next generation. It starts with setting the
In my latest at Financial Planning Magazine, I discuss how to transfer the mantle of trust to the next generation. It starts with setting the
Carolyn McClanahan is committed to keeping our site accessible to everyone.
We welcome feedback on ways to improve the site’s accessibility.