What's Keeping Financial Advisors From Transitioning to Independence? — Firm Transition Clip
A clip from episode 030 of the Firm Transitions podcast:
I recently joined the For Advisors By Advisors podcast and was asked what’s holding most wirehouse and employee firm advisors back from transitioning to independence:
• Misconceptions
• Team Dynamics
#FATransition #CoreyWalen #financialadvisor #independentadvisor #cfp #banks #edwardjones #merrilllynch #morganstanley #wellsfargo
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Thanks for watching!
Corey Walen
Bridgemark Strategies
