The Power of Diversity
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Chad Larson and Sue Derlago of Canaccord Genuity Wealth Management Group talk to Katelyn Bullock and Adam Kolozetti about the power of diversity.
Resources
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April 21, 2021
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Chad Larson
Chad Larson and Sue Derlago of Canaccord Genuity Wealth Management Group talk to Katelyn Bullock and Adam Kolozetti about the power of diversity. 2/3 of their staff is female, and when meeting with clients they actually insist that they meet both spouses. The power of a partnership that represents the entire family is a true value add.