The Story of a Merger: Combined Forces and the Future of a Firm
You're a Financial Planner, Now What?
English - April 30, 2019 15:31 - 50 minutes - 71.6 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Next Episode: A Survey of Succession Planning
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...