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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
no description available
Norm Boone: We got four offers.

Jeff Spears

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:

CRM Software
Top Executive: Greg Friedman

Mosaic Financial Partners, Inc.
Advisory Firm
Top Executive: Norman Boone

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