Interview with Kathleen Kelly: Benefits & Challenges of Partnering with a Larger Firm
Update: 2021-07-07
Description
In this episode of OUTCOMES, Ross Marino talks with Kathleen Kelly, Founding & Managing Partner at Compass Financial Partners, a Marsh & McLennon Agency LLC company. Kathleen discusses the challenges and benefits of selling her practice to partner with Marsh & McLennon, how she chose the right place for her team to go, and what she learned from the process.
Learn more about Compass Financial Partners:
Website
LinkedIn
Twitter
Connect with Kathleen Kelly on LinkedIn
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.
Comments
In Channel