RECRUITING & SUCCESSION Planning for ADVISORS (w/ TOM TAYLOR)

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  • เผยแพร่เมื่อ 26 ต.ค. 2024
  • GOOD MORNING AND GREAT COFFEE!
    We've got some exciting changes and additions coming to Iron Tree Financial in the coming months, and none of it would be possible without Cetera. So this week, Mark and Adam are thrilled to be joined by Cetera Chief Sales and Growth Officer, Tom Taylor, to discuss the exciting process behind it all, just two short months before Tom's well-deserved retirement! If you're an advisor looking to retire in the near future, and are seeking a solid plan to allow all of the pieces to finally fall into place, then this may be the episode you've been looking for! Enjoy.
    If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at irontreefinancial@ceterais.com.
    REMEMBER: LIVE WELL AND PLAN EVEN BETTER
    #time #money #moneymindset #tax #taxes #finance #financialplanning #podcast #successionplanning #advisor

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