On May 2nd, Joel Johnson, CLU, ChFC, Field Relationship Manager for the North Central Region at DBS, is retiring after 17 years of exceptional service with DBS. Since mid-March, the team at DBS has been focused on making plans for the advisors and brokers currently working with Joel to ensure they are in good hands […]
DBS announced a strategic partnership with Kalamath Consulting Group (KCG) at its 2022 National Sales Meeting held this past March. As part of the arrangement, KCG’s Cary Fry and Fletcher Brown are now collaborating with the DBS Sales Team to help educate and provide in-depth support for financial advisors who specialize in providing solutions for […]
Business transition planning for a closely held business is necessary because eventually, an owner will leave the business in one way or another. Regardless of the way in which an owner departs, a business faces the likelihood of liquidation without proper planning. Under such circumstances, the result is usually a forced sale at fire sale […]
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