As a friend of Alanah Phillips, MBA, and knowing her passion for helping advisors, I figured this conversation would be a good one.. ✅
And this candid conversation with Alanah and Eric J. Negron, CEPA® ♟️, did not disappoint! 🤩
If you are an advisor considering a transition, start your process here.. ⬇️
Making a change is not easy, but making a mistake is. So many choices, so many nuances, so many things to consider. 😮
Make sure to hire an experienced professional who can help you make the right decision for you, your clients, your business and your future, the first time. ✅
There is no going back. 🛑
#breakupwithyourbrokerdealer #experthelp #trustedpartner
We’re Going Live Today!
D.A.M. Presents: Breaking Up With Your Broker Dealer In 2024!
Tune in today at 12:00 pm CST, as Eric J. Negron, CEPA® ♟️ and Alanah Phillips, MBA take the stage discussing all things break ups: the red flags to look out for, how to make a clean break, and how to not make the same mistakes when choosing your next move.
If you still haven't registered for this exclusive event, don't fret, you still have time:
https://lnkd.in/exeviW83
#DAM #GrowYourBusiness #Livestream #FinancialAdvisor #RIAs #FinancialPlanners #BreakUp #Relationships #Austin #TX #Toxic #Live #SignUp
"Same same but different 🍟 " — Love it! Congrats again, Vena Solutions.