Join hosts Marc and Jerry as they delve into the world of financial growth and innovation. In this episode, they discuss the importance of hard work, the impact of strategic partnerships, and the latest trends in Roth conversions. Discover how their journey from Minneapolis to Scottsdale has shaped their approach to business and learn valuable insights that can help you prosper in your own ventures. Whether you're an advisor or just curious about financial strategies, this episode offers a wealth of knowledge and inspiration.