RIA Edge Podcast: Carolyn Armitage on The Importance of Succession Planning for RIAs
Mark Bruno | Wealth Management, October 2022

Summary: [Podcast] In this episode of the RIA Edge Podcast, Mark Bruno, managing director at Informa Wealth Management, speaks with Carolyn Armitage, head of Thrivent Advisor Network, about the importance of creating a succession plan—and ultimately, the best and worst practices for putting a formal succession plan in place.
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