3/7/24: Advisors' Moves, Clients' Choices
Understanding motivations, client impacts, and post-switch regrets
THE TRUTH ABOUT YOUR FUTURE with Ric Edelman · Ric Edelman
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Show Notes
Financial advisors are switching firms at an unprecedented rate. What motivates their moves, and how does it affect you? Today’s podcast addresses this trend and the widespread regret among advisors post-switch.
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Links from today's show:
Wealth Management Convergence (discount code WMC2024): https://www.thetayf.com/pages/convergence
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