How to Compare Firm Economics During a Transition – Firm Transitions Podcast
On episode 032 of the Firm Transitions podcast I’m joined by my colleague Brian Shulstad. Together we dive into the actual economics and the vast differences between firms when making a transition.
Brian shares a real example of how working with a consultant revealed one advisor was paying much higher “hidden” fees than he realized at his current broker dealer. In this video learn how different pricing structures can vary significantly between firms. Brian explains how a $1M producer could take home $250k more per year by aligning with a broker dealer charging lower fees.
This conversation emphasizes the importance of doing an apples-to-apples comparison of ALL costs when evaluating multiple independent broker dealer options. Working with an experienced consultant can help optimize your economics and ensure you partner with a firm that best complements your long-term business goals.
#FATransition #CoreyWalen #financialadvisor #independentadvisor
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