EPISODE · Sep 15, 2025 · 41 MIN
Episode 46: Joe Duran: What does your "Swan Song" look like as an RIA advisor vs a BD advisor?
from goRIA Podcast · host goRIA Podcast
Chuck talks with industry icon, Joe Duran, about succession planning and what advisors need to think about as they plan for "what's next"...
What this episode covers
Chuck talks with industry icon, Joe Duran, about succession planning and what advisors need to think about as they plan for "what's next"...
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Episode 46: Joe Duran: What does your "Swan Song" look like as an RIA advisor vs a BD advisor?
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