Todd was comfortable at the only firm he only knew for his first 10+ years in the business, but had to transition to another firm under less than ideal circumstances. After realizing he wasn't in the right place for the long term, he was able to make a successful move to independence. Listen to his journey to hear what lessons learned he has for all of us.
In this episode you will learn:
- How one advisor dealt with a sudden change on his path to independence
- How the employee model differs from the independent model
- How to be awesome....(obviously)
Check out Todd's business facebook page by clicking HERE.