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Episode 20 – Investment Banking Can Enhance Financial Advisors’ Value Propositions- with Michael Nessim

Power Your Advice

English - December 10, 2020 00:17 - 16 minutes - 37.3 MB
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Previous Episode: Episode 19 – Financial Advisors Can Find the Right Version of Independence – with Barrett Ayers, Louis Diamond and Jim Dickson

Next Episode: Episode 21 – What Financial Advisors Should Know About Mergers & Acquisitions Today – with Barrett Ayers, Stan Gregor and David DeVoe

Michael Nessim is the President of Kingswood U.S. and the CEO of Benchmark Advisory Services, LLC. He has been in the financial services industry for more than 24 years and had been involved with investment banking for the last 20 years. In this episode of Power Your Advice, Mike and Doug Heikkinen discuss investment banking … Continue reading Episode 20 – Investment Banking Can Enhance Financial Advisors’ Value Propositions- with Michael Nessim →