Advanced Strategies to Attract Business Owners
& Scale Your Advisory Practice
Strategic insights to connect with business owners and boost your advisory practice's growth.
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Celebrating Ana Isabel Guimarães' achievement as a Certified Succession Planner™! Discover her journey and expertise in succession planning.
Sheila Christie earns the Certified Succession Planner™ (CSP®) designation, enhancing her expertise in business succession and wealth pl ...
Michael DeSiato earns CSP® designation, showcasing expertise in succession planning, business transitions, and exit strategy solutions.
Greg West achieves the Certified Succession Planner™ (CSP®) designation, solidifying his expertise in guiding businesses through successful tr ...
Gerald Wernette earns the CSP® designation, enhancing Rehmann’s business advisory services with expert succession and transition planning fo ...
