Darryl Celkupa, vice president of business development with Tamarac, Inc., a company that provides financial advisors with a web-based Investment Strategy Management platform, says financial advisors who do not institutionalize their businesses will be at a huge disadvantage when it's time to transition out of the business. Celkupa delivered his comments while at the FPA National Conference in San Diego, on September 16, 2011.
Hear his words of caution and advice in this 2 minute video clip.
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