Episode 91 – What to Consider Before Changing Firms – with Jaime Golden

Power Your Advice

English - June 09, 2022 23:55 - 11 minutes - 8.15 MB
Management Business Investing Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Episode 90 – Finding Opportunity in Yield Markets – With Benjamin Hurn

Next Episode: Episode 92 – Managing Wealth for 100 Years – With Rick Pitcairn

Jaime Golden is the President of Acquisitions at Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor. In today’s episode, Doug and Jaime talk about the importance of advisors finding the right fit and what they should take under consideration … Continue reading Episode 91 – What to Consider Before Changing Firms – with Jaime Golden →