 The single most important decision, and perhaps the hardest decision, in the entire process is the one that requires that you be honest with yourself."Peter McGratty, Pinnacle Advisor Solutions |
Primer for Breakaways Part 2 - Transition
Peter McGratty | Pinnacle Advisor Solutions, October 2013
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Summary: In this second chapter of the Primer for Breakaways, we are going to walk you through the transition process step-by-step. What you will learn is that the most difficult part of the process is overcoming your inhibitions. In a world full of outsourcing solutions, there are plenty of partners to facilitate a relatively straightforward process to establish your own independent RIA and begin the better half of your careers.
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