▲ 35 r/CFP
Advisor with large regional bank for over 10 yrs. Approximately $70million in AUM, $25+ of that in advisory. Over $450,000 in t12 revenue. Want a change, but scared to make the move.
Have you done it? How did it go? What would you advise? Not asking for advice on the non compete or no solicit
u/Optimal_Doughnut_616 — 10 days ago