S5. EP. 3 - Understanding Advisor Independence with Business Transition Solutions
OnPoint with Oak Street Funding
<p>Today I am delighted to welcome Susie McEuen and Dennis Leininger to the show! Susie is Vice President of Strategic Markets for Oak Street Funding. Dennis is Founder of Business Transition Solutions. Today, they are going to share ideas for growth and transition for financial advisor practices into becoming independent advisors.</p>