March 19, 2024
Fiduciary Voices Roundtable: Exit Interview with Dan Seder – Marie Swift
Managing Partner Dan Seder, CFA, CMT®, CFP® took part in a Fiduciary Voices roundtable hosted by Impact Communications, where participants discussed best practices, technology tools to help serve clients better, recruiting and retaining top-tier talent, and what they foresee for continued growth and success. In this exit interview, hear Dan’s insights and takeaways about his experience.
