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For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and go Independent? This Advisor Weighs In!
Manage episode 429328459 series 3380761
Evan J Mayer에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Evan J Mayer 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James. We discussed why advisors make the move from the employee side of the business to the independent side. With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd grew his practice and the move to transitioning your practice. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
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