wavePod

AI-powered podcast summaries delivered to your inbox within minutes of release.

Product

How It Works
Browse Podcasts
Your Library

Company

About Wave
Privacy Policy
Terms of Service

Get Wave AI

Download App
WaveTube — YouTube Summaries
Contact

© 2026 Wave. All rights reserved.

Back to Financial Advisor Success

Ep 408: Merging Into A Mid-Sized Firm To Grow Something Together (And Have A Real Piece Of It) with Maddi Keegan - Financial Advisor Success cover

Ep 408: Merging Into A Mid-Sized Firm To Grow Something Together (And Have A Real Piece Of It) with Maddi Keegan

Financial Advisor Success

Tue Oct 22 2024

Transitioning from a solo advisory firm and and scaling a business as both a stakeholder and director.

Powered by Wave AI

Get AI-powered summaries and transcripts for any meeting, phone call, or podcast.

AI SummariesFull TranscriptsSpeaker Identification

Available on iOS, Android, Mac, and Windows

Loading summary...

Want AI summaries for your own recordings? Try Wave AI free →

No transcript available.

Ep 408: Merging Into A Mid-Sized Firm To Grow Something Together (And Have A Real Piece Of It) with Maddi Keegan - Financial Advisor Success | Wave AI Podcast Notes