Episode 34
Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers
Modern Financial Advisor · Truelytics by Envestnet
May 1, 202033m 24s
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Show Notes
Dan Mayes, SVP of Succession Planning and Business Acquisition at Cetera Financial Group joins Mike Langford for a conversation about how one of the world's largest independent broker-dealers is helping their advisors protect their business. The firm's innovative Legacy Builder Progam and Advisor Resiliency Pack are two programs helping advisors through a challenging time and protecting the long-term value of their business.