Geri Eisenman Pell

Geri Eisenman Pell, co-founder and private wealth advisor at Rise Private Wealth Management, shares her journey after merging her firm. She discusses practical steps for succession planning, emphasizing the alignment of personal strengths and market demands. Pell highlights the importance of effective communication and trust during transitions, alongside the emotional challenges advisors face. She also advocates for empowering women in finance and the need for a supportive team structure, ensuring a successful legacy while navigating industry complexities.