This or That: Career Decisions for Wholesalers and Advisors

Send us Fan MailKurt Dupuis and Steve Seid from Touchstone Investments join Dan to discuss career decisions that almost every wholesaler or advisor face in their career. They include:going from a wholesaler to an advisorgoing from a Wirehouse to an Independent BDgoing from external to management This is a crossover episode that was recorded for the Internal Use Only podcast and the Whole Truth podcast for financial professionals.-DanSupport the show

Episode metadata supplied by the publisher feed · Published Oct 24, 2023

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This or That: Career Decisions for Wholesalers and Advisors

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This episode is 49 minutes long.

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This episode was published on October 24, 2023.

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