WMTV on Location brought to you by Sponsored Content Facing the Challenges of Succession and Mergers Proxy's Bryan Caulkins sees more to succession and mergers than just account transfers, paperwork and compliance.

Jun 24, 2024

 

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Clients are friends too and leaving them in the care of another person can be more emotionally charged than people realize. It's challenges like these that led Proxy to start their own enterprise to help advisors serve their clients. In this multi-faceted platform, the firm was able to create their own client-first, client-focused financial services company.

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