What are the key considerations around internal equity transition? In the latest Rosemont Roundtable episode, Chas Burkhart and Brad Mook, CFA discuss how firms can approach this topic with smart planning and clear strategies, drawing on decades of experience in the industry. Listen to the full episode: https://lnkd.in/es9Sp7-8 #leadership #equityplanning #wealthmanagement #rosemont
