Building an Effective Succession Plan with Colleen Bowler (Ep. 61)

Advisor Mentorship Podcast

16-04-2024 • 35 mins

Building a business is tough, but leaving it can be even tougher.  In this installment of the Advisor Mentorship Podcast, Jeremy Houser sits down with the distinguished Colleen Bowler, CFP®, who has not only successfully navigated the complexities of building a robust planning firm, Strategic Wealth Planners, but has also championed a seamless succession transition. …

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