Why It's Important To Keep An Open Mind When Exploring
Unfortunately, I hear this far too often from advisors that reach out to explore transition.
These are messages that have been engrained over the years from branch managers, folks in the back-office, and even leadership within the current firm.
Remember that many of these people have an extremely vested interest in keeping you where you are.
Please keep an open mind when exploring your options, because much of what you’ve heard is just not true.
I hope this video is helpful .
#FATransition #CoreyWalen #financialadvisor #edwardjones
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