Welcome to “ . . . For Advisors”, the podcast for and about financial advisors. “…For Advisors” will be covering a wide range of practice management and advisory topics to help you, the smaller financial advisor, better manage and grow your practice.
Author: Peter McGrattyhttps://www.congresswealthadvisorsolutions.com/
Peter is Vice President of Strategic Partnerships of Congress Wealth Advisor Solutions. Peter helped co-found our Advisor Solutions offering in 2011. With more than twenty years of experience in finance, Peter is responsible for all aspects of the business including sales and marketing and business development.