Geri Eisenman Pell: Succession Planning Tips for Financial Advisors - podcast episode cover

Geri Eisenman Pell: Succession Planning Tips for Financial Advisors

Feb 25, 202543 min
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Episode description

Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Geri Eisenman Pell: Succession Planning Tips for Financial Advisors | Barron's Advisor podcast - Listen or read transcript on Metacast