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Daily Archives: October 24, 2017

#FASuccess Ep 043: Navigating The Internal Succession Planning Turning Point As An Advisory Firm Founder with Marty Kurtz

From the Corner OfficeBy Peter McGratty CFAOctober 24, 2017

By Michael Kitces Welcome back to the forty-third episode of the Financial Advisor Success podcast! My guest on today’s podcast is Marty Kurtz. Marty …read more Source:: Nerd’s Eye View

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