Sept 8, 2025 | FutureProof E1 | Guest: Martine Lellis, Principal, M&A Partner Development, Mercer
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Martine Lellis, Principal, M&A Partner Development, Mercer to discuss:
👉 How can advisors choose a firm to “tuck in” with?
