Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Pricing
Podcast Image

Behind The Advisor

Ep #153: The Merging of Two Practices with Gabe Anderson & Scott Bell

23 May 2018

Description

Have you ever wondered about or considered teaming up with another advisor? If so, this episode is for you. Both Gabe Anderson and Scott Bell started their own practices and ended up merging their financial planning and investment businesses to create a business that provides a quality experience for all clients. They discuss the process of merging and where they want to go with their partnership. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/153

Audio
Featured in this Episode

No persons identified in this episode.

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes
🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Comments

There are no comments yet.

Please log in to write the first comment.