I’m Making Millions but I’m Worn Out
The EntreLeadership Podcast
Navigating Independence in Financial Advising
A financial advisor contemplates the decision to become more independent from their current broker dealer for potential revenue growth, sparking discussions about custody at a broker-dealer, risks of moving to an RA, and ethical considerations surrounding business ownership and client relationships. The chapter emphasizes the importance of ethical decision-making, ownership of a book of business, and financial readiness in the financial advising industry.
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