You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


The Story of a Merger: Combined Forces and the Future of a Firm

April 30, 2019

In this episode, you’ll hear about what spurred Jean and Eric Mote to pursue a merger and build out a succession plan with fellow advisor Quinn Arnold, and how these three advisors combined their practices while still providing exceptional client servi...