Replacing Yourself

Who's going to sit in your chair and meet with your clients when you're no longer doing it? That question leaves many advisors speechless. Here's what one planner told me earlier this year about her succession concerns: "I'm thinking about my next phase in life and I am not sure I want to leave the practice. I would like to scale back, but that means I need to have someone in place who can also be a decision-maker."

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