Smart Advice to Plan Your Exit
Did you miss Tuesday’s webinar? We recorded it just for you, and are pleased to share a link below that can be accessed any time.
CLICK HERE TO ACCESS THE WEBINAR
Taking steps 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.
Clinton Marrs and David Abell of Marrs Griebel Law, and Jim Cannon of Dynamic Wealth Advisors, discussed the items all advisors should consider before breaking away.
Among the topics covered were:
Pre-planning the move to your new firm
Engaging the right resources
Protecting family and business
Assessing your current employment and contract
Understanding broker protocol
Also, understanding how to avoid making little mistakes, which often turn into big problems.