The power of the firm (Part 1)

Join us for this inspiring podcast where we discuss navigating the complexities of today's closely-held business space. Find out what our special guests are experiencing, and gain insights from these highly-regarded professionals in the field.

GE-6609247.1 (5/24) (Exp. 5/28)

Additional links:

• Intro to The Business Strategies Group [1-minute video]
• The Business Strategies Group Infographic [2-page overview]

Guests: Mark Rooney, CFP®, CLU, ChFC, and Jamie Smith, JD, from The Business Strategies Group of Southern California

Download transcript here.