INVESTMENT ADVISOR RESOURCES

 

PLANNING FOR SUCCESSION

As demographics evolve in the advisor force, how do firms plan for succession? PPCLOAN Investment Advisor Services Director Dustin Mangone shares best practices for smoothing the transition, as well as offers recommendations to advisors who are considering acquisition growth.

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RECOMMENDED PROFESSIONALS

The PPCLOAN team has vetted these recommended professionals throughout the country to help facilitate your transaction. Contact us if you have any questions or if you need help finding a resource in your area.

 

EXPERT ARTICLES

Timely and relevant, these expert articles give valuable insights into managing your business.

 

CLIENT TESTIMONIALS

PPCLOAN goes the extra mile for our customers with competitive rates, a knowledgeable and experienced staff and timely service. Read what our clients are saying about us.

 

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Toll Free: 800.456.2779 | Phone: 281.419.0400 | Fax: 281.419.8309 | Email: information@ppcloan.com