Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
Modern Financial Advisor · Truelytics
November 6, 201834m 2s
Audio is streamed directly from the publisher (downloads.pod.co) 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
Jim DeCarlo, CEO of StratWealth joins Mike Langford to explore the role company culture plays in the success of today's wealth management firm. Happy employees make happy clients!