Watch Investment News Episodes Featuring SRP

by | Apr 20, 2015 | Home, News & Announcements | 0 comments

InvestmentNews brought a whole film crew to Billings, Montana to do a special on Gabe and Leo this past February. Why? They wanted a case study on successful succession planning, and who better to showcase than Gabe and Leo.

InvestmentNews says “For season three, we wanted to take a closer look at succession planning. According to Cerulli Associates, less than a third of advisers have a succession plan. And, with the Securities and Exchange Commission considering new rules requiring advisers to have a succession plan, we wanted to find a practice that was tackling this issue.”

Watch the episodes here:





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