Rep Insights Replay Available: Taking Over a Book of Business with Kyle Voiland and Maria Conlon

Do you ever wonder what your business might look like if you purchased an established book from a retiring advisor? Recently, we sat down with Advisors Maria Conlon and Kyle Voiland to discuss just that – one year after taking over the prominent books of three long standing, recently retired ESI Advisors.

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Rep Insights Replay Available: Taking Over a Book of Business with Kyle Voiland and Maria Conlon

Previous PostNew Form Option

Next PostESI Advisory Operations Team Expands