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Daniel Burtzik

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

Financial Advisor Success

Episode Appearances

Financial Advisor Success

Financial Advisor Success · Jul 14, 2026

Ep 498: Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM with Christine DeMao

“Partner; called Christine back to firm in 2013; part of three-person board of managers”

Succession Planning and Partnership PathwaysDistributed Leadership and Collaborative Decision-MakingRole Grid and Decision-Making Frameworks