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Daily Archives: July 7, 2020

Episode 26: Enough! I Am Ready To Go

"...For Advisors"By David PoulosJuly 7, 2020

As an advisor, you’ve lived through several of the last economic downturns, weathered the storms, calmed clients, followed regulations, and taken care of others for years. Maybe it’s time to finally retire and take it easy . . . but how do you maximize the value of your practice in order to move on to…

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