After attempting LBO and discarding four other offers, Norm Boone jumps into the Private Ocean
CEO of Mosaic Financial shopped around before settling with Greg Friedman, whom he'd long considered a white knight
Author Brooke Southall September 24, 2018 at 8:32 PM
![Jeff Spears](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3D859dbc0c8b109daeee1b47485929d943%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
Jeff Spears
September 24, 2018 — 9:50 PM
Relationships trump $. A fact most good advisors already know. It is impressive to see an advisor walk the talk.
Mentioned in this article:
Junxure
CRM Software
Top Executive: Greg Friedman
Mosaic Financial Partners, Inc.
Advisory Firm
Top Executive: Norman Boone