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Episode 10: The Trouble with Transitions - Part 1 - Tips, Tricks & Myths
LaSalle St. Securities Chief Business Development Officer Mark Contey gets real about the most challenging aspect of advisor movement: the actual transition process.
Many advisors fear transitions. While a transition is certainly never a simple process, there are some misconceptions clouding the vision of financial advisors. This episode is dedicated to addressing those concerns and clarifying that any transition can be handled efficiently with the right amount preparation and assistance.
Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast
Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts!
Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities
Are you an advisor considering a change? Let's talk about your future.
www.lasallest.com/contact-us
Mark Contey / [email protected] / (630) 600-0360
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By LaSalle St. Securities
5
33 ratings
LaSalle St. Securities Chief Business Development Officer Mark Contey gets real about the most challenging aspect of advisor movement: the actual transition process.
Many advisors fear transitions. While a transition is certainly never a simple process, there are some misconceptions clouding the vision of financial advisors. This episode is dedicated to addressing those concerns and clarifying that any transition can be handled efficiently with the right amount preparation and assistance.
Listen to this episode and check out the rest of our content on our website: www.lasallest.com/podcast
Follow us on Twitter: @LaSalleStSec and use the hashtag #LaSalleStLIVE when you share your thoughts!
Connect with us on LinkedIn: www.linkedin.com/company/lasalle-st.-securities
Are you an advisor considering a change? Let's talk about your future.
www.lasallest.com/contact-us
Mark Contey / [email protected] / (630) 600-0360