Advisors Off Script
What's the Secret to a Successful Acquisition Strategy? Relationships.
38:01
What happens when the next generation takes the reins of a financial practice? For Stephanie “Stevie” Green, President of Spencer Financial, the transition wasn’t just about continuing her father’s legacy—it was about expanding and evolving it.
In this episode of Kick It Open, Stevie shares how she and her husband acquired her father’s practice in 2020, growing it from a small, family-run…