How Many of Our Clients Will Come With Us From Bank Advisor to Independent? — Clip with Nic Nielsen
A clip from episode 007 of the Firm Transitions podcast.
In this clip Nic Nielsen, Know My Plan, describes his biggest concern when making the transition from a bank advisor, to independence.
#FATransition #CoreyWalen #financialadvisor #independentadvisor #bankadvisor
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Corey Walen
Bridgemark Strategies
