You're A Financial Planner; Now What?
What You Need to Know About Succession Planning
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:47:35
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Sinopse
Christine is the VP of Operations at FP Transitions, a business that focuses on helping advisors build a seamless succession plan that benefits founders and successors. We’re covering succession planning from the point of view of a lead advisor or foun...
