Power Your Advice
Episode 28 – Helping Advisors Through Every Step of Transition – with Jaime Golden
Jaime Golden is president of Acquisitions at Kingswood U.S., and spends most of his time working with financial advisors who are considering or working through full or partial acquisitions of their firms. In this episode of Power Your Advice, Doug Heikkinen and Jaime discuss trends Jaime is seeing for both rep movement and M&A in … Continue reading Episode 28 – Helping Advisors Through Every Step of Transition – with Jaime Golden →