Episode Details
Back to EpisodesBuilding a Legacy: Insights from Second-Generation Advisor Danny Mercado Ep. 100
Published 2 months, 2 weeks ago
Description
In this insightful interview, Danny Mercado shares his journey from tech to family business, the importance of legacy, building trust with clients, and leveraging technology for growth. Discover practical advice for second-generation advisors and the secrets to maintaining a family-oriented practice.
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