Internal vs external succession. Which is right for you?

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Have you considered all the variables involved in ensuring a smooth succession for your business? Join E*TRADE Advisor Services as we host Echelon Partners for an informative presentation where we’ll share strategies to help maximize the value of your practice.


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Carolyn Armitage
Managing Director, Echelon Partners

Carolyn Armitage is a serial enterprise builder of asset and wealth management firms. She improves the positioning, profitability and enterprise value for RIAs, broker/dealers, large enterprises and hybrids.