Advisors hire next-generation talent to thrive. Here’s how some practices have already done it
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When Tara Unverzagt started her own financial planning firm, South Bay Financial Partners, in 2014, she already had a head start.
That’s because Unverzagt’s mother, Janet Tussing — one of the first female certified financial planners — was retiring and passed along her book of business.
Those clients ranged from 70 to 95 years old, while Unverzagt, 56,…