Ep 71: Young Blood - Transitioning financial planning businesses to the next generation
Nov 15, 2023
53:51
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
Dan Martin, Managing Director of MDM Wealth, joins Abraham for a chat on the dynamics of joining and taking over ownership of a family financial planning business. He also sheds light on how the exit was funded, what the business looks like today and the strength of being a young adviser in today's industry.
Adviser 3.0: The Podcast