Robert Cogan Shares Insight On Succession Planning

Facing Succession Plans Head On

​Robert Cogan, Principal at StrategyB4Tactices, shares his insight on one of the industry’s most often talked about topics, which is seldom followed through: Succession planning. Robert also explains how Pershing’s Insite16 conference takes into account all of the steps in the process, and provides a great way for attendees to learn more about the topic.

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StrategyB4Tactics Succession Planning For Financial Advisors