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
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
