Mics On With Lon: Jim Verdi of Synergy Wealth Strategies

In this episode of “Mics On With Lon,” AP CEO and Osaic Vice Chairman Lon T. Dolber sits down with affiliated colleague Jim Verdi, CFP, president of Synergy Wealth Strategies. Twenty-four years ago, Jim began his career at the wirehouse firms. Eight years later, his hard-earned paid dues put him to the test as he powered through the Great Recession, driven by a defining decision to go independent with American Portfolios. It’s a great entrepreneurial story worth leaning into.

Duration: 34:32

Posted: Wednesday, October 2, 2024