Building a Four Step Succession Planning Process

invesment news

More than ever, elite financial advisers are focused on strategic initiatives such as succession planning. But why, and how can advisers take that next step? Watch as Carson Institutional Alliance Partner David McMenamin of Horizon Financial Group and Executive Coach Greg Opitz of Peak Advisor Alliance discuss the strategic approach to planning succession.











Investment News Gameday – Excell Fall 2015

Get in Touch

In 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us