Edition 40 – Tony Bosch

Edition 40 – Tony Bosch

Advocis Coffee Talks

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

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Process: Your Key to a Successful Succession In this edition of Coffee Talks, Tony Bosch, CFP, CLU, CH.F.C, CHS, MFA, Executive Vice President, Broker Development at HUB Financial introduces a proven and methodical process which can help advisors understand what they truly want and need from their succession/transition plans so that they can achieve results.

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