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.
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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
Building a Team to Go Independent
Susie McEuen, VP of Sales