This webinar discusses: Do you know the standard to which your advisor is being held? Do you know how much your advisor is really charging you? Is your advisor bridging planning gaps that often exist? Comprehensive planning – what is it, why is it important to you,...
Succession Link invited me to participate in “Growth Through Acquisition: Finding the Right Fit” as a subject matter expert who has used its platform to successfully acquire a retiring advisor’s practice. Please enjoy the following webinar during which I discuss...
