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Turning your business into a legacy

Advisers need to be thinking about succession planning and continuity planning before it is too late. Thomas J. Berthel of Berthel Fisher offers some tips and strategies to help get your succession plan on track.

More: Game changers shaping 2019

Is flat-fee pricing a viable option?

Is flat-fee pricing a viable option?

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3 headlines that will shape financial advice this year

FSI’s advocacy priorities for 2019

FSI’s advocacy priorities for 2019

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