Strategic Buyer Representation and Lead Flow Management

In this episode of Quantum Growth for Financial Advisors, host Jon Kuttin welcomes back Joseph Greco, Managing Director of Elite Advisor Successions, for an in-depth look at buy-side strategies in the succession planning process within the wealth management M&A landscape. Drawing from decades of combined experience, Jon and Joseph explore the key traits that define successful

The post Behind the Deal: How Elite Buyers Win in Succession Planning with Joseph Greco appeared first on Kuttin Consulting Group.