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 |
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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.
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 |
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