What Bank Advisors Need to Consider Before Going Independent — Firm Transitions Clip with Evan Mayer
A clip from episode 029 of the Firm Transitions podcast:
Evan Mayer, CFP®, CRPC®, CWS®, Founder and CEO of Fortuna Wealth, and podcast host (For Advisors by Advisors) shares his thoughts what bank advisors should consider before trying to make the leap to independence.
#FATransition #CoreyWalen #financialadvisor #independentadvisor #cfp #banks
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Corey Walen
Bridgemark Strategies
