Succession Stories From The Front Line: Come Hear How We Did It

You’ve built a successful investment advisory firm. Now what?

How do you execute a succession plan that lets you engage and retain next generation advisors?

Come hear two of my colleagues and me talk about how we did it. Our panel is Monday afternoon, December 9, at the DeVoe G2 Forum – Fontainebleau Miami Beach.

Look forward to seeing you there!

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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