Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers

from Modern Financial Advisor · host Truelytics by Envestnet

Dan Mayes, SVP of Succession Planning and Business Acquisition at Cetera Financial Group joins Mike Langford for a conversation about how one of the world's largest independent broker-dealers is helping their advisors protect their business. The firm's innovative Legacy Builder Progam and Advisor Resiliency Pack are two programs helping advisors through a challenging time and protecting the long-term value of their business.

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This episode is 33 minutes long.

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This episode was published on May 1, 2020.

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