Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms

Jim DeCarlo, CEO of StratWealth joins Mike Langford to explore the role company culture plays in the success of today's wealth management firm. Happy employees make happy clients!

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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.