Today, we have many multi-channel firm options and in this podcast I share a few scenarios in which this W2 options makes sense for advisors. We also dive into some of the Pros & Cons.
I hope this helps.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
---
Contact & connect with me:
Text or Call: (908) 902 4903
Website: https://www.coreywalen.co...