Will My Clients Come With Me? — Clip with Jason Barber and His Experience Leaving Edward Jones
A clip from episode 021 of the Firm Transitions podcast:
Jason Barber, CFP®, CEO & Founder of Holistic Planning discusses his clients reactions to his team leaving Edward Jones to build their own RIA.
#FATransition #CoreyWalen #financialadvisor #independentadvisor #RIA #edwardjones
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Corey Walen
Bridgemark Strategies
