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Episode 6: The DO's and DON'Ts when you transition your book

Episode 6: The DO's and DON'Ts when you transition your book

Released Wednesday, 6th March 2024
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Episode 6: The DO's and DON'Ts when you transition your book

Episode 6: The DO's and DON'Ts when you transition your book

Episode 6: The DO's and DON'Ts when you transition your book

Episode 6: The DO's and DON'Ts when you transition your book

Wednesday, 6th March 2024
Good episode? Give it some love!
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This week, Jeff and Chuck talk with Brian Hamburger about the DOs and DONTs regarding making your move from your broker dealer to the RIA space. Learn how to put together a game plan for a smooth transition to independence.

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