Summary
Matt Sonnen coordinated the jump to independence for a team with close to $2 billion AUM. A few years later, the firm was sold to a bank for $100+ million....so he has helped create literally tens of millions of dollars of value for advisors in his career. He talks about his lessons learned and consulting practice helping large wirehouse teams.
In this episode you will learn....
- That even large teams worry before going independent
- What issues large teams face before leaving the large firms
- How to be awesome....(obviously)
You can check out Matt's website by clicking HERE.
A few recent articles about large teams going independent:
- http://www.riabiz.com/a/17390090/first-republic-pays-a-staggering-sum-for-luminous-capital-sources-say-and-shifts-the-breakaway-and-ma-games-in-the-bargain
- http://www.riabiz.com/a/30235/part-1-of-3-part-series-merrill-lynch-stars-take-a-leap-of-faith-to-a-new-office----and-independence
Have questions about this episode?
Shoot me an email at sean@indyFA.com
Also, check us out on Twitter: @HowToGoIndy and Facebook by clickingHERE.