BLOG

FILTERS
Succession Planning for Financial Advisors

#113 | Succession Planning for Financial Advisors

What do you want your future to look like? Have you thought about your succession plan as a financial advisor? Learn what it takes to plan for you and your business’s future as Brett and Ryan talk to Joe Pellegrini, Vice President of Business Development for Raymond James about succession planning for financial advisors and why financial advisors choose Raymond James.
Speakers | Brett Oley, Ryan Kinser, and Joe Pellegrini
Recorded | 04.22.2021

TAG CLOUD