Oct 10, 2018
Today we're joined by Shehab Mohammad, a Managing Executive at Royal Alliance and President & CEO of NWF Advisory Group, headquartered in Los Angeles, California.
Tina and Shehab discuss how Shehab entered the financial services industry, how he supports his network of 80+ advisors with continuity planning, and the...
Sep 10, 2018
Today we're joined by Autumn Soltysiak, Financial Advisor & Certified Financial Planner with Hemming&.
Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning,...
Sep 10, 2018
Today we're joined by Aaron Titze, Certified Financial Planner and founding partner of GT Financial Advisors, LLC.
Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity...
Aug 10, 2018
Today we're joined by Mike Webb, Vice President of Webb Financial Consultants in Chattanooga, TN.
Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning,...
Aug 10, 2018
Today we're joined by Jennifer A. Moore, CFP®, ChFC, and President and Founder of TriOak Financial Group in Beaumont, TX.
Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession...