Lessons from a Breakaway Attorney with Corey Kupfer

from RIA Collective · host Charlie Van Derven

In this important episode of RIA Collective, Charlie interviews leading breakaway attorney Corey Kupfer. Corey offers his tips and insight to help you break away from the large firms with less friction and greater success.Charlie and Corey discuss authenticity, negotiations, and the key considerations as financial advisors stuck in a bad situation progress toward joining or opening an RIA.

Episode metadata supplied by the publisher feed · Published Sep 12, 2022

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Lessons from a Breakaway Attorney with Corey Kupfer

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This episode was published on September 12, 2022.

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