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It’s always been challenging to devote time and attention to succession planning. In the current pandemic environment, advisors are even more stretched, trying to stay connected to clients, keeping them informed, and still dealing with the normal activities of running a planning practice.

But succession planning is critical, especially today. Yes, the profession is graying, which has been the case for a while. But sometimes the unexpected happens, and it can be disastrous without a succession plan in place. Market risk is a given in our business, but we should all be thinking about personal health and planning for any eventuality.

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