Three Reasons Why We Decided to Stay with Raymond James — Clip with Chip Munn, Signature Wealth
Firm Transitions Podcast With Corey Walen 1.1K views October 19, 2023 1:29 pm
An informative clip from episode 024 of the Firm Transitions podcast.
Chip Munn, CEO, Signature Wealth Strategies, shares how his team’s building their business and the three reasons they decided not to go RIA.
Chip explains why he chose to stay with Raymond James rather than go the RIA route after being pressured by recruiters and going through the thorough evaluation process.
#FATransition #CoreyWalen #financialadvisor #independentadvisor #RIA #raymondjames
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Corey Walen
Bridgemark Strategies