Practice Value: Employee vs Indy
I was working with a financial advisor who’s been in the employee channel for many years and is considering his options: Transition to another firm within the employee channel or go independent.
The decision for this FA came down to the significant difference in value he could get for his business going one direction versus the other.
#FATransition #CoreyWalen #financialadvisor #businessvaluation
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Corey Walen
Bridgemark Strategies
