You're A Financial Planner; Now What?
The Story of a Merger: Combined Forces and the Future of a Firm
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:50:52
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Sinopse
In this episode, you’ll hear about what spurred Jean and Eric Mote to pursue a merger and build out a succession plan with fellow advisor Quinn Arnold, and how these three advisors combined their practices while still providing exceptional client servi...
