Dan Mayes, Senior Vice President of Succession Planning and Business Acquisition at Cetera Financial Group joins me on the latest episode of the Modern Financial Advisor podcast to explore how the firm is helping its advisors protect their futures and navigate the challenges presented by the COVID-19 pandemic.
The Cetera Legacy Builder Program, which Dan details during our discussion runs on the Truelytics Advisor Transition Management Platform and has allowed the firm to give their advisors a sense of comfort and certainty that allows them to better focus on serving their clients.
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