Advice for Wirehouse Advisors Nervous About Transition – Firm Transitions Podcast
Episode 028 of the Firm Transitions podcast features Austin Palmer, CPA, CPFA of Destination Wealth Advisors, as he shares his two decade journey navigating Morgan Stanley and Merrill Lynch on his way to his eventual transition to Kestra Investment Services.
• Austin shares how he got his start as a financial advisor after initially pursuing accounting
• His career at Morgan Stanley and Merrill Lynch spanning over 25 years and growing a successful team of advisors
• Austin explains why independence was the obvious choice as Wirehouse growth expectations no longer aligned with his priorities
• Details of the due diligence process of choosing Kestra over other options and why they were the perfect partner
• Austin opens up about his mindset in the week before transitioning and the overwhelming support he received from clients
#FATransition #CoreyWalen #financialadvisor #merrilllynch #morganstanley #wirehouse
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