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The ClientWise Blog

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Succession Planning

8 Essential Qualities of Successful NextGen Leaders

At ClientWise, we talk at great length about the critical importance of cultivating the NextGen owners and partners who will guide your firm into the future. It’s not only vital to realizing the full value of your business when the time comes to exit, but more importantly, it’s a critical aspect of your fiduciary duty – a commitment to ensuring the continuity of care for clients who have entrusted you to protect their financial future.

Succession planning remains a topic of.....

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