Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Financial Advisor Success
The Broker Dealer World
When you jump from that broker dealer world into the r aa space, you really have a lot more control over the direction of your business. And i think it was that a lore that was driving that decision. So so he had made a transition into ther a channel and had all this freedom where he could level ees his compensation and go fee only. He said, cool, this sounds great. Until it began it was like, away, maybe it's not so great. The best thing about anaras that you own is that you have all the flexibility in the world around soft ware decisions, and you know the models that you want to choose. It canit can be
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
