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Ep 332: Transitioning From (A Father's) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor With Liz Hand

Financial Advisor Success

CHAPTER

How to Succeed as an Advisor

When you acquire anybody's practice besides a family members, that part at least goes away. So what changed when you acquired another advisor's clients is just they didn't have that history. They weren't being transitioned from Ellis to Ellis's daughter because you get stuck in this like a referential identity. And so I see that with my brother also as he's taking over Ellis's practice, Ellis's side of the practice, he's got a different approach and clients appreciate that. It's it's like a different facet of the diamond.

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