The power of the firm (Part 2)

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-6651263.1 (5/24) (Exp. 5/28)

Additional link: The Business Strategies Group Advisor Marketing Process [1-page overview]

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

Download transcript here.