How a Founder Can Step Down as CEO Yet Remain Pivotal in a New Role

Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, gave up the reins, and is focusing on other company initiatives. Host: Steve Sanduski.

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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.