Solving the Succession Equation

Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession planning solutions for Advisors and their clients.  Learn More   Talk to Garrett:  Call: 919-561-2436 Email: Garrett@theadvisoradvocates.com Schedule Meeting:  Meeting Link: Firms  Meeting Link: Advisors