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Today I am delighted to welcome Susie McEuen and Dennis Leininger to the show! Susie is vice president of strategic markets for Oak Street Funding. Dennis is president of Business Transition Solutions. Today, they are going to share ideas for growth and transition for financial advisor practices. Welcome to the show!
By Oak Street FundingToday I am delighted to welcome Susie McEuen and Dennis Leininger to the show! Susie is vice president of strategic markets for Oak Street Funding. Dennis is president of Business Transition Solutions. Today, they are going to share ideas for growth and transition for financial advisor practices. Welcome to the show!