Permission To Succeed Podcast

Permission To Succeed Podcast


Episode 20 –  Dinosaur or Entrepreneur: Which Kind of Advisor Are You? — With Jeffrey Sica

September 23, 2019

Are you an evolving advisor that can attract and retain the new age investor? Join this riveting conversation with host Doug Heikkinen and guest, Jeff Sica, founder, president, and chief investment officer of Circle Squared Alternative Investments. The changing investment environment is requiring advisors to keep up with the new version of the investor. In … Continue reading Episode 20 –  Dinosaur or Entrepreneur: Which Kind of Advisor Are You? — With Jeffrey Sica →