My Experience Leaving the Bank – Firm Transitions with Evan Mayer
Episode 029 of the Firm Transitions podcast features Evan Mayer, CFP®, CRPC®, CWS®, Founder and CEO of Fortuna Wealth, and host of “For Advisors by Advisors” podcast.
• Evan’s experience leaving SunTrust / Truist to build an independent practice
• What it REALLY means to be a financial planner
• It was time for me to go, I was being held back
• I wanted to be able to authentically communicate with my clients
#FATransition #CoreyWalen #financialadvisor #suntrust #truist #bankadvisor #bankfinancialmanagement
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