Turning your business into a legacy

02.04.2019

Advisers need to be thinking about succession planning and continuity planning before it is too late. Thomas J. Berthel of Berthel Fisher recently met up with Investment News to offer some tips and strategies to help get your succession plan on track.

Watch the video below

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By Shelli M. Brady

Shelli Brady joined the firm in 2007 and currently acts as the Marketing Manager for Berthel Fisher & Company and its subsidiaries. Shelli attended the University of Northern Iowa in Cedar Falls, Iowa.