ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Independence Playbook Part 2: The New Transition Checklist"
Episode Synopsis
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Caitlin Douglas, Director of Transition Services, to discuss the transition to the independence model. Caitlin shares the checklist for advisors considering the move to independence and how the pandemic altered some ways we approach transition services today.
More episodes of the podcast Powering Independence Podcast
The Future of Wealth Management
23/02/2022
In God we trust