The 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]
In this episode of the Perfect RIA Podcast, Matthew Jarvis sits down with financial powerhouse Jenny Martella, whose journey from managing $19 million to $250 million before joining Modera is nothing short of inspirational. Jenny shares wisdom that goes beyond numbers, revealing how meaningful connections shaped her success story. She unpacks the secret of effective succession planning (hint: it's not just about retirement) and why creating the right firm culture can make or break your practice. Jenny offers refreshing insights on why women advisors bring distinctive strengths to the table…
The skinny
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