Geri Eisenman Pell: Succession Planning Tips for Financial Advisors
February 25, 202543m 10s
Audio is streamed directly from the publisher (pdst.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.
Learn more about your ad choices. Visit megaphone.fm/adchoices