Independence Playbook Part 2: The New Transition Checklist
Jan 23, 2023•14 min
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Episode description
Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Caitlin Douglas, Director of Transition Services, to discuss the transition to the independence model. Caitlin shares the checklist for advisors considering the move to independence and how the pandemic altered some ways we approach transition services today.
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