3/7/24: Advisors' Moves, Clients' Choices

THE TRUTH ABOUT YOUR FUTURE with Ric Edelman

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2M ago 11:24

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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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Ask Ric: https://www.thetayf.com/pages/ask-ric

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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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YouTube: https://www.youtube.com/@RicEdelman

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