ACP Public Library

Advisor Insights: Featuring Lois & Hannah Basil 

05-16-2016 14:22

ACP board member Lois Basil and her daughter Hannah shared their experience as Financial Planning's cover article.

Lois, owner of Basil Financial Group, and Hannah discussed the realities facing growing financial planning firms, the ebbs and flows of working with a family member, and their plan for continued professional growth. 

To read more: Don't Call Me Mom: When Advisors Join a Parent's Firm.

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