
EP 13 – Season 2 Launch: Don’t Wait to Build an Organic Growth Engine with David Canter
What is the special ingredient to sustainable growth in wealth management? Dan Gilmartin converses with David Canter, a seasoned CEO at Finley Point Strategy who has donned many hats in the finance sector, including roles at McKinsey, Blue Spring Wealth Partners, and Fidelity Investments. They dive deep into the essence of “Organic Growth is Truth” …