One big hurdle to going independent is giving up the large cash windfall that a wirehouse recruiting deal can yield. In this episode, I compared those two different paths for financial advisors looking at a practice transition.
In this episode you will learn....
- How to make an "apples-to-apples" comparision between a potential transition package and the financial benefits of independence
- Why a big, upfront check from a wirehouse is really only like getting a 12.5% per year payout increase
- How to be awesome....(obviously)
Other Notes/Links from the show: