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Choosing the Right Path: Individual Practitioner or Multi-Advisor Business with Dean and Candace (Ep. 42)
There is no right or wrong way to develop a career as a financial advisor; it’s about finding what is right for you.
In this episode, Candace and Dean discuss the major inflection points in a financial advisor’s career and the different paths one can take within the industry. They explore the pros and cons of being an individual practitioner or operating a multi-advisor business, as well as the importance of finding the right fit and working with good people.
Connect with Dean Thurman:
LinkedIn: Dean Thurman
White Glove
InvestWise Financial
Connect with Candace Byrnes:
LinkedIn: Candace Byrnes
White Glove
Register for Host University: Host University
View all episodes
By White GloveThere is no right or wrong way to develop a career as a financial advisor; it’s about finding what is right for you.
In this episode, Candace and Dean discuss the major inflection points in a financial advisor’s career and the different paths one can take within the industry. They explore the pros and cons of being an individual practitioner or operating a multi-advisor business, as well as the importance of finding the right fit and working with good people.
Connect with Dean Thurman:
LinkedIn: Dean Thurman
White Glove
InvestWise Financial
Connect with Candace Byrnes:
LinkedIn: Candace Byrnes
White Glove
Register for Host University: Host University