I like podcasts so much, I started one. I have spent many hours listening to them over the last 3 or 4 years. I find myself rarely listening to the radio anymore because podcasts give me customized educational and entertaining content available on-demand (mostly), without commercials.
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A great read from Josh Brown of TheReformedBroker.com on going independent
Miscellaneous1 CommentThis link is to a great post from last fall by Josh Brown---he of Twitter and CNBC fame. I can't add too much to the content itself, so I will just say---read it!
Below is the summary I pulled from the end of the article where Brown contrasts what should cause advisors to go independent....and what should not. It is as much about attitudes and beliefs as it is about money.
Trust, but verify.....looking into one firm's client retention claim
Miscellaneous3 CommentsI wanted to share my thoughts on the very popular article that stated Merrill Lynch retains 40%-50% of client assets after an advisor leaves the firm. I think it applies to many advisors thinking about leaving a wirehouse for independence.
First of all, trust, but verify....That phrase, popularized by President Ronald Reagan, is very applicable when determining....