Culture, Clients, and Complementary Skills
In this week's Follow Up Friday, Amber Kuhn highlights succession planning and the lessons learned from a successful merger. On Monday, Matt sat down with Jenny Martella from Modera, who shared her remarkable journey of growing her advisory firm from $19 million to $250 million before joining a larger organization. Jenny reflected on the key lessons from her career, emphasizing that success comes through meaningful connections. When developing her succession plan, maintaining client experience quality remained her top priority. Jenny emphasizes that finding the right cultural fit was crucial…
The skinny
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