The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from Barron's Advisor
Bob Pisani: Why Great Advice Is About Behavior, Not Bets
Merit’s Sarah Mouser: How to Recruit and Develop Next-Gen Talent
Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know
Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients
Get summaries like this every morning.
Free AI-powered recaps of Barron's Advisor and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.