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Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79)
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Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions.
The Breakthrough Advisor
Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55)
There is a pressing need for advisors to address the rising wealth transfer concerns. There are also evolving tax legislations to be considered. How can advisors navigate these changing environments? Find out in this episode of The Breakthrough Advisor™ as Ed Slott, founder and president…