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Resilient Advisor Podcast

Resilient Advisor is a podcast for Financial Advisors, dedicated to helping listeners build resilience in their business and personal life through stories, strategies and frameworks. Jay Coulter interviews industry leaders to find the best practices of today's top performers. More information can be found at www.resilientadvisor.com. Follow Jay Coulter on Social Media: YouTube: https://www.youtube.com/c/sjaycoulter X: https://twitter.com/sjaycoulter LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter
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Now displaying: Page 1
Mar 3, 2017

The decision to breakaway from your firm is never an easy one.

  • Is the grass really greener?
  • Have you considered all of the new roles and responsibilities that will need to be filled?  
  • Are your compliance and regulatory filings inline for a move?


On this episode of The Resilient Advisor Podcast we discuss these issues and more with Attorney Joel Beck of The Beck Law Firm.  Joel’s practice is focused in the areas of financial markets, insurance regulation, estate planning, and business law.  

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