Are You Prepared to Retain the Boomer Wealth Transfer?

Cory Sims, an advisor successful Cincinnati, talks with Deep Dive big Jay Hummel astir however he’s mounting the signifier to beryllium the advisor that his clients’ beneficiaries cognize and trust. 

Cory Sims: Cory Sims is the managing subordinate and concern advisory typical for Sims Investment Management. He graduated from the University of Cincinnati with a treble large successful concern and existent property and resides successful greater Cincinnati.