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6min chapter
The Broken Dealer's Guide to Independence (And When to Stay Put)
The Perfect RIA
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.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode