Financial Advisors: When the W2 Model Makes Sense

Today, we have many multi-channel firm options and in this video I share a few scenarios in which this W2 options makes sense for advisors. Also, we dive into some of the Pros & Cons.

I hope this helps. Thanks for watching!

If you're a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me.

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Corey Walen, Managing Partner
Bridgemark Strategies