Will My Team Come With Me in My Transition? — Clip with Grier Rubeling
Firm Transitions Podcast With Corey Walen 54 views August 28, 2023 8:35 pm
A clip from episode 018 of the Firm Transitions podcast.
In this clip Grier Rubeling, Advisor Transition Consultant, explains how advisors can successfully bring their staff with them in a transition.
#FATransition #CoreyWalen #financialadvisor #independentadvisor
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Corey Walen
Bridgemark Strategies