21 min
S5. EP. 3 - Understanding Advisor Independence with Business Transition Solutions OnPoint with Oak Street Funding
-
- Entrepreneurship
Today I am delighted to welcome Susie McEuen and Dennis Leininger to the show! Susie is vice president of strategic markets for Oak Street Funding. Dennis is President of Business Transition Solutions. Today, they are going to share ideas for growth and transition for financial advisor practices into becoming independent advisors.
Today I am delighted to welcome Susie McEuen and Dennis Leininger to the show! Susie is vice president of strategic markets for Oak Street Funding. Dennis is President of Business Transition Solutions. Today, they are going to share ideas for growth and transition for financial advisor practices into becoming independent advisors.
21 min