The Broken Dealer's Guide to Independence (And When to Stay Put)
The Perfect RIA
00:00
Navigating Independence in Financial Advising
This chapter delves into the journey of an experienced advisor who transitioned from a corporate firm to a more independent practice. It highlights the motivations for writing a book on the subject, the challenges encountered during this shift, and encourages listeners to evaluate their own paths in the advisory business.
Transcript
Play full episode
