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Succession Planning for Financial Advisors: Building an Enduring Business, + Website by David Grau Sr.

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About the Companion Website

This book includes a companion website, which can be found at www.wiley.com/go/successionplan. The companion website contains tools, worksheets, and checklists for the major topics covered in the book.

To access the site, go to www.wiley.com/go/successionplan (password: fptransitions01).

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