Mergers & Conversations

24/09/2021 22 min Episodio 1
Mergers & Conversations

Listen "Mergers & Conversations"

Episode Synopsis


Co-Founder and Chief Growth Officer Mike Sullivan joins industry mover and shaker Jania Stout to discuss what it was like for two firms to get to know each other and what the experience has been so far wearing the same jersey. In this short episode, you’ll hear insights behind the acquisition decision-making process and the “why” behind Fiduciary Plan Advisor’s choice to join OneDigital.