Understanding Advisor Independence
Business Transition Solutions and Oak Street Funding
Description: Join Susie McEuen, VP of Strategic Markets for Oak Street Funding, and Dennis Leininger, Founder of Business Transition Solutions, as they share ideas for growth and transition for financial advisor practices. They discuss building trusted teams, finding your "why" when transitioning, and more.
Listen wherever you get your podcasts!
Highlights from the Episode:

Going Independent: Find Your Why
Dennis Leininger, Founder

Going Independent: Find Your Why
Dennis Leininger, Founder

Starting Early to Buy a Book of Business
Susie McEuen, VP of Sales

Starting Early to Buy a Book of Business
Susie McEuen, VP of Sales

Deciding to Go Independent
Dennis Leininger, Founder

Deciding to Go Independent
Dennis Leininger, Founder
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Building a Team to Go Independent
Susie McEuen, VP of Sales
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Building a Team to Go Independent
Susie McEuen, VP of Sales
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