Today we're joined by Shehab Mohammad, a Managing Executive at Royal Alliance and President & CEO of NWF Advisory Group, headquartered in Los Angeles, California. Tina and Shehab discuss how Shehab entered the financial services industry, how h
Today we're joined by Autumn Soltysiak, Financial Advisor & Certified Financial Planner with Hemming&. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand e
Today we're joined by Aaron Titze, Certified Financial Planner and founding partner of GT Financial Advisors, LLC. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers
Today we're joined by Jennifer A. Moore, CFP®, ChFC, and President and Founder of TriOak Financial Group in Beaumont, TX. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast d
Today we're joined by Mike Webb, Vice President of Webb Financial Consultants in Chattanooga, TN. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experi
Today we're joined by Jim Spina, of Woodbury Financial Services and Spina Financial Services, located in Orange County, CA. During our conversation, Jim discusses a very complicated continuity plan that he wasn’t sure he would be able to implem
Today we're joined by Shehab Mohammad, a Managing Executive at Royal Alliance and President & CEO of NWF Advisory Group, headquartered in Los Angeles, California. During our conversation, Shehab shares the ins & outs of acquiring an OSJ and adv
Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuati