• Ep #135: Sales Assistant to CEO with Deanne Rosso and Chuck Vickery

  • Jun 2 2023
  • Length: 44 mins
  • Podcast

Ep #135: Sales Assistant to CEO with Deanne Rosso and Chuck Vickery

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  • Summary

  • Deanne Rosso and Chuck Vickery from Elevate Wealth Advisory, based out of Athens, GA, join the show today to discuss the challenges and wins of their successful partnership and buyout. If you dream of buying out your firm’s founder, this is an episode you won’t want to miss!

    Listen in as Deanne and Chuck take us on a journey through their partnership in financial planning, starting with Deanne’s beginnings in the field, how she and Chuck met, why she decided to join Chuck’s team (despite more lucrative offers), and how she was able to bring value to the table while carving her own path. Chuck also shares why he believed that Deanne would be a good fit for his firm, how Deanne built trust with him and their clients, the economics behind Deanne purchasing the business, and the ups and downs they have faced in their partnership journey.

    You can find show notes and more information by clicking here: https://bit.ly/41H97IA

    See omnystudio.com/listener for privacy information.
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