Barron's Advisor
Barron's Advisor
Barron's Advisor
Geri Eisenman Pell: Succession Planning Tips for Financial Advisors
43 minutes Posted Feb 25, 2025 at 7:01 pm.
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Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.

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