Geri Eisenman Pell: Succession Planning Tips for Financial Advisors

25/02/2025 43 min
Geri Eisenman Pell: Succession Planning Tips for Financial Advisors

Listen "Geri Eisenman Pell: Succession Planning Tips for Financial Advisors "

Episode Synopsis

Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.

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