Highlights from the Commonwealth National Conference
Nancy DiBattista, senior vice president of transition at Commonwealth, says financial advisor transitions today require customization and careful planning for those moving their business. Here, she talks about how technology, organizational complexity and outsourcing are producing new opportunities to make transitions smoother than ever before. Nancy DiBattista Making Transitions Successful
Nancy DiBattista https://youtu.be/4LYyaX2DT_c
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