Summary
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:
- DOL Summary by Michael Kitces
- DOL Ruling Fact Sheet (if you haven't already read the 1,000 page document)
- FP Transitions Website
Have questions about this episode or questions about going independent?
Shoot me an email at sean@indyFA.com
Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.