Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms

from Modern Financial Advisor · host Truelytics

Jim DeCarlo, CEO of StratWealth joins Mike Langford to explore the role company culture plays in the success of today's wealth management firm. Happy employees make happy clients!

Episode metadata supplied by the publisher feed · Published Nov 6, 2018

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Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms

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This episode was published on November 6, 2018.

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