 We learned a lot of difficult lessons in the beginning because it was just so different [in terms of] what we could and could not do."Winnie Sun, Sun Group Wealth Partners |
Considering independence? 5 tips advisers should know about
Samuel Steinberger | Financial Planning, July 2016
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Summary: Over time, the pain of staying in a wirehouse environment can outweigh apprehension over the work it takes to leave, two veteran advisers told participants in a Financial Planning webinar covering the challenges of going independent.
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