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Steps to make a successful transition from a captive firm to an independent advisor
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim interviews special guest Matt Cook about his journey from starting at a captive firm to transitioning to LPL as an independent advisor.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
Winthrop & Co. | Financial Advisor Recruiters (winthropco.com)
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By Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers
4.7
6161 ratings
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim interviews special guest Matt Cook about his journey from starting at a captive firm to transitioning to LPL as an independent advisor.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
Winthrop & Co. | Financial Advisor Recruiters (winthropco.com)