Adventures in Wealth Management

Jason Spitz - Business Owners Solutions Team


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Today, my guest is Jason Spitz, from Baird's Business Owner Solutions team.

Our conversation focuses on how clients work with Jason and the team.

(00:20 – 02:20) What is the Business Owner Solutions team?

(02:30-03:47) Exit options that exist for business owners?

(03:50-05:35) What working with the Business Owner Solutions Team looks like.

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Adventures in Wealth ManagementBy Thomas Kavanagh