Episode 67
Transitioning a Financial Advisory Business for Continued Growth
Modern Financial Advisor · Truelytics by Envestnet
September 27, 20211h 12m
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Show Notes
Bill Trigleth, Executive Director of Certifications at Cannon Financial Institute offers an actionable roadmap for transitioning a financial advisory business from one that relies on product sales and AUM to a modern firm that serves clients more holistically.