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Lisa Westermark: How to Seamlessly Hand Off Client Relationships

Barron's Advisor · 2026-06-02 · 44 min

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Episode notes

The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

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