Why some RIA Firm Purchases Fail and Others Flourish

Modern Financial Advisor - En podkast av finservMarketing

Prøv Podimo gratis i hele 30 dager!

I Podimo finner du eksklusive podkaster og bestselgende lydbøker tilpasset dine ører

Reklame

Kategorier:

Forretning Teknologi

Brian Nuttall, Joe DeMarco, and Rick Wilkens of Elevate CPA Group return to the show to join Mike Langford for an exploration of what an RIA or independent financial advisor can do to ensure they succeed when buying another RIA firm or book of business.

Visit the podcast's native language site