Episode 88
How Financial Professionals Can Find New Wealth in Family Owned Businesses
Human-centric Investing Podcast · Hartford Funds
January 12, 202324m 27s
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Show Notes
When it comes to client acquisition, family-owned businesses offer opportunities for new wealth. Dave Specht shares his expertise on navigating these complex relationships and tips for financial professionals to tap into this market.
David Specht is not affiliated with Hartford Funds