The Success Story of a Wealth Management Firm's CEO (Ft. Adam Zuercher)

Join the guys' as they sit down with Adam Zuercher to discuss his
journey - from humble beginnings to becoming a prominent CEO in
the wealth management and financial planning industry.


Adam will share his early days as a finance enthusiast, his
unwavering determination to excel, and the key events that led to
the beginnings of Hixon Zuercher Capital Management. Discover how
Adam and his Team's steadfast commitment to serving clients' best
interests set the foundation for a client-centric wealth
management firm and the smooth leadership transition that came
from succession planning.

For the full transcript, show notes, and resources, visit
theinvesteddads.com/189



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