Episode 7 - How Do I Pick A Custodian?
from Behind The Breakaway Hosted by Uptick Partners
In this episode, we discuss the good and bad of various custodians, and how choosing the right custodian for your specific situation can lead to more assets successfully moved during your breakaway. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures
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Frequently asked questions
How long is this episode of Behind The Breakaway?
This episode is 35 minutes long.
When was this Behind The Breakaway episode published?
This episode was published on March 25, 2024.
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