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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, September 16, 2026The Morning Brief →Sign in
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Financial Advisor Success podcast

In PWD coverage since September 15, 2026 · 1 story
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practice

Grow the team, then cut the book to fit it

Carolyn McClanahan spent years training successors who left, then shrank Life Planning Partners to 65 households and handed ownership to the employees who stayed.
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