FinancialPlanning's "Leader's Forum"

FinancialPlanning's "Leader's Forum"

Philip Waxelbaum Philip Waxelbaum

Philip Waxelbaum

Masada Consulting | Recruiting with High Performance Counseling & Practice Coaching. FINRA and trial Expert Witness Representation

发布日期: 2024年1月12日
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We kick off the New Year as a guest of FinancialPlanning's Leaders Forum. It is going to be a fun and provocative view of the business with a focus on Wirehouse versus Independent models. I know you will enjoy it and hope you will sign up to join us live! I promise you will be better informed from the time.

https://www.financial-planning.com/leaders/wirehouses-still-hold-appeal-amid-move-to-independence



A View From The Street... A View From The Street...

A View From The Street...

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Michael Terrana

Founder, Consultant, Recruiter & Chief Transition Strategist for Financial Advisors, RIAs & Broker Dealers | Successions | Practice Acquisitions | Expert Witness | President & CEO TERRANA GROUP

1 年

This is great Phil, congrats!

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1 次回应
Michael King

Magical Things are Happening for Financial Advisors Who Take Control of their Destiny and I LOVE Helping them get MORE than they Think is Possible! What if you can BE HAPPY and Make MORE ???

1 年

Thx Phil

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Dave Garr

Senior Lead Business Growth Strategy Consultant at Wells Fargo Advisors ? Helping Financial Advisors envision, plan & grow successful independent wealth management practices ?? (925) 588-8491

1 年

Philip Waxelbaum bringing it!

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Joe Black

Experienced Financial Services Leader and Industry Consultant for C-Suite and Business Owners

1 年

Looking forward to it Phil!

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2 次回应
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