Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Adviser 3.0: The Podcast - Podcast autorstwa Abraham Okusanya - Środy
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Dan Martin, Managing Director of MDM Wealth, joins Abraham for a chat on the dynamics of joining and taking over ownership of a family financial planning business. He also sheds light on how the exit was funded, what the business looks like today and the strength of being a young adviser in today's industry.
