Listen to the Episode Below (00:46:29)
383: Why Finance Leaders Must Be Chief Business Officers | Gary Roth, CFO, United Financial Capital Partners
What’s it like to be CFO of a firm that specializes in wealth counseling? Join us as CFO Gary Roth highlights the elements of a business plan that facilitated the rise of United Capital, a national financial planning firm that has grown into a 47-office organization thanks to an energetic mix of organic growth, acquisitions, and investment…