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Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy

Financial Advisor Success

CHAPTER

The Importance of a Broker Dealer Environment

I very much wanted especially if you think about marketing BD world versus RA world I very much wanted to be in the RA world. That is where I was culturally a fit and for expediency be now like they don't have to repaper off of Raymond James custodiallike every yeah everything can switch on their centralized systems because all the firms are already Raymond James affiliated so you're just like changing some internal numbers but there were reasons why we decided to leave Raymond James. There's extraordinary executives who have your back and a huge group of advisors who are friends and friendly so that was where we were  and still do.

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