Join Justin Hamilton, CFP, as he navigates the intricate landscape of advisor succession planning with Reh and David. Uncover the alarming industry statistics propelling the urgency of succession plans by 2030. Explore the four pivotal steps to shape a resilient plan while delving into the essential role of mental health in an advisor's journey. This episode explores beyond the numbers, emphasizing the interconnectedness of succession planning and nurturing mental well-being for enduring success.
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