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The power of the firm (Part 2)
Join us for this inspiring podcast where we discuss navigating the complexities of today's closely-held business space. Find out what our special guests are experiencing, and gain insights from these highly-regarded professionals in the field.
GE-6651263.1 (5/24) (Exp. 5/28)
Additional link: The Business Strategies Group Advisor Marketing Process [1-page overview]
Guests: Mark Rooney, CFP®, CLU, ChFC, and Jamie Smith, JD, from The Business Strategies Group of Southern California
Download transcript here.
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By Equitable Life Insurance Company
4.9
1212 ratings
Join us for this inspiring podcast where we discuss navigating the complexities of today's closely-held business space. Find out what our special guests are experiencing, and gain insights from these highly-regarded professionals in the field.
GE-6651263.1 (5/24) (Exp. 5/28)
Additional link: The Business Strategies Group Advisor Marketing Process [1-page overview]
Guests: Mark Rooney, CFP®, CLU, ChFC, and Jamie Smith, JD, from The Business Strategies Group of Southern California
Download transcript here.