Creating Meaningful Succession Planning

 

Recorded at the BNY Mellon | Pershing INSITE 2023 Conference.  Media Center Powered by:

Advisorpedia talked with Carina Diamond, Chief Growth Officer at Dakota Wealth Management, live at the 2023 INSITE conference in Orlando, Florida.

Resources: BNY Mellon | Pershing | FP Transitions | Oak Street Funding

Related: The Increased Demand for Women in Leadership