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Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele with Lauren Oschman 

Financial Advisor Success

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How Did the Transition Work?

M, i started this job when i was 21 years old, fresh out of collegei offered me a job. I signed that employment contract in my dorm room and didn't know the first thing about what to look for in that or where i should be advocating for myself. But actually, we took a risk. We went to them. And i had taken on a leadership roll at that firm because i really wanted to be part of the change,. You know, i wanted to make an impact. M, i did have a non compete and a non solicit; we were able to leave with those clients.

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