Should I Change Firms for the Money?
One of the biggest mistakes I see is financial advisors making a firm transition purely based on the economics.
In this short video I share a story of an advisor who quickly regretted doing this as well as reasons why this can turn into a BIG mistake.
#FATransition #CoreyWalen #financialadvisor
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Text: (908) 902 4903
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Thanks for watching!
Corey Walen
Bridgemark Strategies
