3/7/24: Advisors' Moves, Clients' Choices

from THE TRUTH ABOUT YOUR FUTURE with Ric Edelman · host Ric Edelman

Financial advisors are switching firms at an unprecedented rate. What motivates their moves, and how does it affect you? Today’s podcast addresses this trend and the widespread regret among advisors post-switch. Subscribe to podcast updates: https://form.jotform.com/223614751580152 Ask Ric: https://www.thetayf.com/pages/ask-ric ----- Links from today's show: Wealth Management Convergence (discount code WMC2024): https://www.thetayf.com/pages/convergence ----- Follow Ric on social media: Facebook: https://www.facebook.com/RicEdelman Instagram: https://www.instagram.com/ric_edelman/ LinkedIn: https://www.linkedin.com/in/ricedelman/ X: https://twitter.com/ricedelman YouTube: https://www.youtube.com/@RicEdelman ----- Brought to you by: Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html Schwab: https://www.schwab.com/ Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee -----

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This episode is 11 minutes long.

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This episode was published on March 7, 2024.

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