Partner with a RIA or Go It Alone? – Firm Transitions with Private Advisor Group
Episode 015 includes the Private Advisor Group, a home for financial advisors and their teams who are wildly independent but don’t want to do it alone.
“How and why partnering is beneficial”
Frank Smith and Donald Stahl discuss the PAG difference; Their commitment to helping advisors seek independence through the RIA model with access to experience, scale, people, and resources needed to run a thriving practice – all while maintaining your own identity.
#FATransition #CoreyWalen #financialadvisor #RIA #bridgemarkstrategies #privateadvisorgroup
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Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Thanks for watching!
