C4G Success

Building a Legacy: Insights from Second-Generation Advisor Danny Mercado

John Kailunas II

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0:00 | 35:35

In this insightful interview, Danny Mercado shares his journey from tech to family business, the importance of legacy, building trust with clients, and leveraging technology for growth. Discover practical advice for second-generation advisors and the secrets to maintaining a family-oriented practice.

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