Chad bought a practice to make the transition from wholesaler to advisor. He also converted much of that practice from brokerage to advisory and shared a few lessons learned from his experience in this week's episode.
In this episode you will learn....
- Why you may NOT want to convert your brokerage business at once, even if you're ready to
- How to discuss potential objections from clients (or the voices in your own head) about moving to advisory
- How to be awesome....(obviously)
Other links of interest: