Personal Information
Organization / Workplace
Dallas, TX United States
Occupation
National Business Development Consultant
Industry
Consulting / Advisory
About
As a consultant to high-achieving CPA, tax and estate planning professionals, Jordan Andreola works with firms to design and implement sustainable growth strategies.
Jordan leverages the proven processes and expertise of 1st Global to empower business owners to achieve profitable growth, even in difficult times.
Tags
cpa
wealth management
1st global
research
consulting
ria
referral
dual
hybrid
registration
solicitor
broker-dealer
independent
fee-based
advisor
business
investment
model
pfs
investment advice
financial advisor
cfp
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