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Lessons from a Breakaway Attorney with Corey Kupfer
Manage episode 341621779 series 3368829
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In this important episode of RIA Collective, Charlie interviews leading breakaway attorney Corey Kupfer. Corey offers his tips and insight to help you break away from the large firms with less friction and greater success.
Charlie and Corey discuss authenticity, negotiations, and the key considerations as financial advisors stuck in a bad situation progress toward joining or opening an RIA.
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