The Baby Boomer retirement flood is the gift that keeps giving. Financial advisors are seeing huge growth opportunities to counsel small business clients on exit planning strategies, according to a specialist addressing the Financial Planning Association of New York’s spring forum.
“There is so much opportunity because so many Baby Boomers are coming into retirement. This is a large opportunity for you with your existing clients and prospects with these illiquid assets,” said John Leonetti, the speaker.
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