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Breaking Away?

October 23, 2017

Breaking Away?
Smart Advice to Plan Your Exit

Taking the step to break away from your current firm and start your own can be an exciting time.   It also requires a significant amount of planning, and the support of professionals who have guided others through the process.


Tuesday, October 24   |   1 p.m. PT / 4 p.m. ET

Join Clinton Marrs and David Abell (Marrs Griebel Law), and Jim Cannon (Dynamic Wealth Advisors) as they discuss the items all advisors should consider when breaking away.

The following topics will be covered:

  • Pre-planning
  • Engaging the right resources
  • Protecting family and business
  • Assessing the current employment situation
  • Understanding broker protocol

Also, understanding how to avoid making little mistakes, which often turn into big problems.