2018 M&A Trends Financial Advisors Need To Know With Phil Flakes
Phil Flakes is the CEO of Succession Link, a firm that specializes in peer to peer transactions for financial advisors, insurance practice a
top of page
Jay Coulter, CFP®
- Apr 4, 2017
Succession Planning Issues For Financial Advisors with Joel Beck
Without a succession plan, you are inviting a business and financial catastrophe. Your family will not maximize your years of hard...
Jay Coulter, CFP®
- Mar 3, 2017
Issues to Consider When Breaking Away with Attorney Joel Beck
The decision to breakaway from your firm is never an easy one. Is the grass really greener? Have you considered all of the new roles and...
catch Live
Broadcasts
On Social Media
bottom of page