In the first episode of this relaunched series, industry leaders discuss how the lack of succession planning among advisors is creating issues for them and their clients.
Sheryl Hickerson, chief executive officer of Females & Finance, shares how companies can move past “box checking” to truly become more welcoming to women.
Mike Durso, CEO of Shorehaven Wealth Partners, shares how bringing his diverse experience and institutional knowledge to the family business informed their decision to go independent and their vision to build a legacy.
Your mindset is the foundation to success.
Jeff Boudjouk shares his harrowing journey and how he and his partner Anthony Landi found a new home in independence with Kestra Private Wealth Services as Northeast Investment Group.