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August 17, 2016

Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Are you thinking about becoming part of an existing financial planning firm's succession plan and taking over the business at some point down the road?

Listen now

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August 17, 2016

Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Unlock behind-the-scenes content—subscribe now!

XYPN Makes it Possible

Ways to Join

Use Cases

Advisor Success

Case Studies

Emerald

Add-ons

Sapphire

Case Study

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Behind the Advisor / Practice Management (4)

August 17, 2016

Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Unlock behind-the-scenes content—subscribe now!

Listen

XYPN Makes it Possible

Behind the Advisor
/ Practice Management (4)