Once Again, Succession is the Top Issue
featuring Rob Francais

RIABiz

Aspiriant CEO, ROb Francais discusses RIA succession planning at Schwab's annual IMPACT conference.

http://www.riabiz.com/a/64332022/schwab-impact-2013-is-another-great-bash-but-picketers-and-fidelity-siphoned-off-some-precious-ria-attention

11/14/2013