7min chapter

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The Real Cost of Loyalty: A Financial Advisor's Road to Independence with Guest Carmine Corino [Episode 298]

The Perfect RIA

CHAPTER

Navigating Financial Transitions

This chapter focuses on the complexities and risks financial advisors face when transitioning careers, particularly concerning personal inquiries and client retention. It highlights personal experiences, the allure of financial incentives, and the critical importance of transparency in navigating partnerships and offers within the industry.

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