From Next Gen to CEO: Ex-Wirehouse Advisor on Taking Over the Reins of the Family Business episode artwork

EPISODE · Oct 27, 2022 · 56 MIN

From Next Gen to CEO: Ex-Wirehouse Advisor on Taking Over the Reins of the Family Business

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Mike Durso, CEO of Shorehaven Wealth Partners, discusses his leap from employee to breakaway to leader, how bringing his diverse experience and institutional knowledge to the family business informed the decision to go independent, more.

Episode metadata supplied by the publisher feed · Published Oct 27, 2022

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From Next Gen to CEO: Ex-Wirehouse Advisor on Taking Over the Reins of the Family Business

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