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Mindy Diamond on Independence: Matt Celenza on Life After Merrill

Matt Celenza returns to the podcast to share an insider perspective on “what he wishes he knew before breaking away” the good and the bad.

Matt celenzaSmith barney citigroupMorgan stanleyBoulevard family wealthMindy diamond

How to generate leads, develop prospects in the insurance industry

InsuranceNewsNet talked to numerous insurance agents and finacial advisors to find out what strategies had worked for generating leads.

United statesSouth carolinaJohn espenschiedLinda chavezJohn forcucciAdam garciaRaymond quisumbingInsurance brokers groupSeniors life insurance finderStock dorkJonathan merryLife insuranceMatt celenzaBoulevard wealth partners

RIA Roundup: Frank Smith Takes Over as PAG CEO

PAG 's new CEO; Pitcairn's new role; Core joins Commonwealth; Carson invests in Missouri; Kovitz announces 2nd deal; Dynasty partners with BIS.

New yorkUnited statesYuba citySankt peterburgSan diegoJack newmanNathan sonnenbergMichael critchfieldCross lawrenceRobert rj mooreFrank smithLeslie vothMatthew digiacomoBecca hajjarNewman schimelRudy adolf

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