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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Ellis's Vision for a Flexible Investment Practice
In 2010, when I came in, we were mostly C shares and some managed accounts that were starting like new, new accounts that were being added. That's where we went. So it was mostly, you know, a shares insurance work, but the forward motion was heading towards C shares and managed accounts. And his vision was always to hit the million dollar mark before he sold, which we were inevitably able to do in 2021 before he sold,. Which felt really good.
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