DiscoverThe Wealth@Work ShowInterview with Kathleen Kelly: Benefits & Challenges of Partnering with a Larger Firm
Interview with Kathleen Kelly: Benefits & Challenges of Partnering with a Larger Firm

Interview with Kathleen Kelly: Benefits & Challenges of Partnering with a Larger Firm

Update: 2021-07-07
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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:
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Connect with Kathleen Kelly on LinkedIn

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Interview with Kathleen Kelly: Benefits & Challenges of Partnering with a Larger Firm

Interview with Kathleen Kelly: Benefits & Challenges of Partnering with a Larger Firm

Ross Marino