Updated Wednesday, July 30, 2014 as of 7:23 PM ET
Practice - Practice Management
Advisors Struggle With Internal Succession
by: Andrew Coen
Tuesday, February 11, 2014

NEW YORK -- While many financial advisors would prefer to have someone within their practice take over upon retirement, not enough are prepared for the internal succession planning process, Kelli Cruz, the founder of Cruz Consulting Group told advisors here during a presentation on Monday at IMCA's Consultants Conference.

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