Should I Change Firms In a Down Market?
Firm Transitions Podcast With Corey Walen 42 views September 19, 2022 3:19 pm
I’m often asked by prospective clients: “Can I make a move to a new firm in a down market?”
As a financial advisor, if you can answer “Yes” to these two questions, I have no doubt you can have a successful transition.
I hope this video is helpful .
#FATransition #CoreyWalen #financialadvisor
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