In this episode of the What Matters Podcast, Mike and Ashley were joined by Dee Ann to discuss her journey from a Big Four accounting firm to founding Heritage Wealth Advisors, which grew to $4 billion in assets under management. She highlighted the significance of client referrals, personalized services for high-net-worth clients, and trust-building through valuable insights. Dee Ann shared her experiences with team integration after an acquisition, promoting a collaborative culture, and using technology for effective communication. She was committed to developing future leaders and establishing a succession plan while addressing market volatility, the influence of private equity acquisitions, and the importance of diversity in the financial sector.
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