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Solving the Succession Equation

Solving the Succession Equation

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Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession planning solutions for Advisors and their clients.

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Talk to Garrett:

Call: 919-561-2436

Email: Garrett@theadvisoradvocates.com

Schedule Meeting:

Meeting Link: Firms

Meeting Link: Advisors

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