Behind The Advisor

Ep #234: A Successful Succession Plan with David Shotwell


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Today we have XYPN member David Shotwell on the show! Now the owner of Shotwell Rutter Baer, David says he feels like he is just getting started—despite beginning his career in the brokerage world over 20 years ago. He is a great example of a successful succession plan and how you never stop learning in this industry.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/234

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