Ep 332: Transitioning From (A Father's) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor With Liz Hand
Financial Advisor Success
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The Importance of Trust in Advisory Firms
I want to make sure I understand like this was just like an individual, like one client, you're sending out. So you call the advisor on the other end and say, I have this client. It's really not a great fit for us. And so I felt same by that. Like this, you lots of advisory firms that sell, you know, the whole practice or books of clients, like a segment of the practice. But some of these students, you know where it's going.
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