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The Elevate program will consist of webinar meetings, video lectures and workshops focused on organic growth, human capital, scale and efficiency, and business valuations.
Without a detailed succession plan, financial advisors risk not being able to sell in time, selling for less than their practice is worth and a litany of other potential problems.
In 2017, advisor Brandon Garrett came down with a bacterial infection that almost claimed his life. And as mortality is top of mind for many, it may help to hear from someone who has faced death, head-on, and lived to tell the tale.
