Our Experience: Leaving Mass Mutual to Build an Independent Business - with Emeritus Wealth

The Emeritus Wealth team discuss their experience transitioning from an insurance broker dealer to the fee-based independent model.
Enjoy this conversation with Mike Sorokos and Zach Zenda.
• Reasons for making the shift, including realizing their previous firm might • Inspiration from industry friends and contemporaries
• Additional flexibility and the value of community support
#FATransition #coreywalen #financialadvisor #independentadvisor #brokerdealer #massmutual #insurancebrokerdealer
----
► Useful?
Subscribe: / @coreywalen
Apple Podcast: podcasts.apple...
Spotify Podcast: open.spotify.c...
----
Contact & connect with me:
Call or Text: [phone]
Meet: calendly.com/c...
LinkedIn: / corey-wal. .
LinkedIn Newsletter: / firm-transition-insigh...
Website: www.coreywalen...
Thanks for watching!