Jul 10, 2018
Today we're joined by Jim Spina, of Woodbury Financial Services and Spina Financial Services, located in Orange County, CA.
During our conversation, Jim discusses a very complicated continuity plan that he wasn’t sure he would be able to implement and how easy he found it to be with the help of our Succession and Acquisition Team. Jim shares what led him to the realization that he needed to make continuity a priority and what steps he took to accomplish his goals.
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, acquisition, business valuation, and more!
Visit mysuccessionplan.com for additional information!