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The Resilient Advisor

This podcast is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: July, 2017
Jul 26, 2017
Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a transition.
 
 
Connect With Linda
 
Website: cma.consulting
Email: lwillis@cma.consulting
LinkedIn: www.linkedin.com/in/lindareidwillis
Jul 12, 2017
Valuing your advisory business can be very difficult. There are an incredible number of variables that go into the valuation. Transition Consultant Aaron Hasler of www.aaronhasler.com comes on the podcast to share some of his expertise on this important topic.
 
Connect with Aaron
 
Website: www.aaronhasler.com
LinkedIn: Link
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