Should Financial Advisors Take Cash or Equity When Transitioning? – Clip with Jeff Nash

A clip from episode 003 of the Firm Transitions podcast.

In this clip Jeff Nash discusses the debate often faced by financial advisors: “Which is better, cash or equity, and how to determine the value of the equity?”

#FATransition #CoreyWalen #financialadvisor

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Corey Walen
Bridgemark Strategies

Transcript

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