FILTER: Succession Planning

Andrea Schlapia

Speaker, Consultant and Educator of Practice Management Strategies for Financial Advisory Professionals with Focus on the Fundamental 4™. Book Andrea… [read more]

name: Andrea Schlapia RCC™, HCS, sHRBP


email: $7,500+

Nick Mariniello

Nick Mariniello is the President of FocalPoint Business Coaching of New Jersey. After 2 decades of successfully starting, growing, and… [read more]

name: Nick Mariniello


email: $0 - $7,500

Sameer Somal

Blue Ocean Global Wealth is an investment advisory firm that strives to be a trusted partner and educational resource. We… [read more]

name: Sameer Somal


email: $5,000 - $15,000