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The Breakaway Process: A Transition Expert Shares Advice on Going Independent

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Manage episode 373117294 series 2321042
Content provided by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Caitlin Douglas, the head of transition services at Dynasty, shares the details about transitioning to independence. What advisors need to know about the supported independence model, tips on preparing for a move, key milestones, and much more.
  continue reading

275 episodes

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Manage episode 373117294 series 2321042
Content provided by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Caitlin Douglas, the head of transition services at Dynasty, shares the details about transitioning to independence. What advisors need to know about the supported independence model, tips on preparing for a move, key milestones, and much more.
  continue reading

275 episodes

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