Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a transition. Connect With Linda Website: <a>cma.consulting</a> Email: <a>lwillis@cma.consulting</a> LinkedIn: <a>www.linkedin.com/in/lindareidwillis</a>

Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a transition. Connect With Linda Website: cma.consulting Email: lwillis@cma.consulting LinkedIn: www.linkedin.com/in/lindareidwillis

Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a transition. Connect With Linda Website: <a rel="noopener noreferrer">cma.consulting</a> Email: <a rel="noopener noreferrer">lwillis@cma.consulting</a> LinkedIn: <a rel="noopener noreferrer">www.linkedin.com/in/lindareidwillis</a>

A Pragmatic Process For Advisors Considering A Transition With Linda Willis

This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business.  Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.

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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and other timely issues.

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A Pragmatic Process For Advisors Considering A Transition With Linda Willis

A Pragmatic Process For Advisors Considering A Transition With Linda Willis