In an August Advisor Perspectives article, Brian Shapiro, Wealth Advisor Alliance advisor development officer, discusses how entrepreneurial advisors can build and grow their business even with limited resources.

Article excerpt appears with permission.

How to Build a Strong Succession Plan
By Brian Shapiro

Advisor Development Officer, Wealth Advisor Alliance

Success is determined by planning. There are essential actions that entrepreneurial financial advisors must take to accelerate firm growth. A fundamental step is to plan for business succession. While growth and succession can be accomplished using a DIY approach, there are benefits (professional and personal) that come with working with a strategic partner to achieve those goals.

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This article originally appeared in August 2022 on Advisor Perspectives.

We help advisors establish and grow successful wealth management practices. To learn more about how we can help you amplify your life’s work, contact us at You can follow us on Twitter@theWAAlliance and on LinkedIn.

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