Ep 332: Transitioning From (A Father's) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor With Liz Hand
Financial Advisor Success
How Ellis and Liz Negotiated a Deal That Worked for Them
The other two siblings were not interested. So we Ellis with his legal background, he drafted a whole document that was very well fought through. And then Clinton and I looked at that to see, you know, where are the places that don't feel right. An example that came into it, there was an element that he wanted us to pay for part of the insurance premiums that he had maintained on himself for the rest of his life. That's a long time. We don't know how long you're going to live. You could live to age 100. And that's a pretty long time of me paying premiums.
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