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.
To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Play Music, Alexa, SoundCloud, Stitcher, and TuneIn.
Resources Related to this Episode:
If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.
These Stories on Succession Planning
Austin | Philadelphia | Barcelona