
Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
The Diamond Podcast for Financial Advisors
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Embracing Independence: A New Chapter
This chapter explores the journey of advisors transitioning to independent work, highlighting the mix of challenges and unexpected rewards they encounter. It emphasizes the benefits of greater flexibility, access to a wider array of investment options, and the importance of community and support in building sustainable business legacies. The discussion also underscores the critical need for advisors to proactively explore their options to make informed decisions that benefit their clients and families.
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