Summary
When you are making the move to independence, you are learning a lot of new things at once. If you can find someone to help you open accounts and process transfers, you can take a lof of pressure and labor off yourself (and your assistant if you have one). In this episode I talk about things to look for when finding a transition team.
In this episode you will learn....
- If you should hire someone to assist you with your transition to independence
- Experience and skills required for someone working on your transition team
Have questions about this episode or questions about going independent?
Shoot me an email at sean@indyFA.com
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