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    Alyson Tucci & Blake Shapiro

    Alyson Tucci | Senior Vice President, Corporate Strategy & Business Development | AssetMark
    Blake Shapiro | Senior Manager, Corporate Strategy | AssetMark

    Career Development
    January 22, 2026

    Reimagining Advisor Succession: From One-Time Event to Lifecycle Strategy

    Succession has often been misunderstood or categorized as a single event: sell your entire book when you are ready to retire.

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