Breaking Up is Hard to Do: A BD Transition Story

WMTV on Location brought to you by Sponsored Content Practice Management Breaking Up is Hard to Do: A BD Transition Story Transitioning to a new broker-dealer is a decision that should be made with a great deal of consideration and due diligence.

 

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Victor Navarroli of Carolina Wealth Partners recently changed broker-dealers and selected United Planners because of service and flexibility. He shares his experience and the deciding factors when choosing a new BD, and how it ultimately benefited his clients. 

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Originally posted on: https://www.wealthmanagement.com/practice-management/breaking-hard-do-bd-transition-story