Transition From Wholesaler to Advisor: How Did You Decide Which Firm to Go With?
This is a clip from episode 67 of the Firm Transitions podcast.
Ross Kirwan, a former wholesaler, answers the question when deciding to transition to a financial advisor: “So how did you decide which direction you wanted to go?”
#FATransition #coreywalen #financialadvisor #independentadvisor #brokerdealer #firmtransition #wirehouse #wholesaler
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