Рет қаралды 182
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
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