Advice from the top 10 independent advisors featured in 2020, a special episode representing the 100th in this podcast series for financial advisors. It’s a distillation of key commentary that answers the threshold question: Why independence?
How the Freedom to Communicate During a Crisis and Beyond Translated to 4x Growth for this ex-Morgan Stanley Team
The freedom to be creative and follow one’s instincts without a larger corporate agenda has enabled many independent advisors to successfully navigate the COVID-19 crisis. David Bahnsen of The Bahnsen Group shares his story and advice.
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