Episode 6: The DO's and DON'Ts when you transition your book

from goRIA Podcast · host goRIA Podcast

This week, Jeff and Chuck talk with Brian Hamburger about the DOs and DONTs regarding making your move from your broker dealer to the RIA space. Learn how to put together a game plan for a smooth transition to independence.

Episode metadata supplied by the publisher feed · Published Mar 6, 2024

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Episode 6: The DO's and DON'Ts when you transition your book

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