Wirehouse Advisors: When is it Time to Consider a Transition? – Clip with Jake McLean
This is a clip from episode 65 of the Firm Transitions podcast.
Jake McLean, a former Wells Fargo advisor, shares his thoughts around what sparked their transition to independence and what other financial advisors should be paying attention to.
#FATransition #coreywalen #financialadvisor #independentadvisor #brokerdealer #firmtransition #wirehouse #wellsfargo #lpl
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