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Jun/25/2022 at 1:01am
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New to the industry? Try asking your questions here or observations.
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Transition packages, retention deals, retirement plans, production quotas, fees, leadership, mergers, teams, business channels, product availability, etc.
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Indy World
Independent broker/dealers, RIA custodians, transitioning to and running an independent financial services practice.
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Prospecting, Marketing, and Selling
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