The practice behind the practice | The real drivers of long‑term advisory success (Part two)

Succession isn’t a transaction; it’s a daily practice. In this follow up episode, we hear from two leaders who keep the engine running at Perler Financial Group. David Oleinik, Financial Planner, and Leslie Marsden, Branch Manager, share how team-based advice, operational discipline and early investment in people help clients trust the firm, not just the founder.