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Articles tagged "Financial Advocates"

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Mike Byrnes: Likely, the advisor's lack of preparation leads to a fire sale, or even worse, the business just disbands and the clients are left out in the cold.

Have an aversion to succession plans? Consider a continuity pact as a vital baby step

Dying without any plan is inviting disaster for family, employees and clients

February 1, 2012 at 10:56 PM

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