Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions
Manage episode 344414255 series 3380761
In this episode, we talk with Jeremy Massullo, Director of Transitions. Jeremy has been in transitions for over 6 years and has had over 150 successful transitions. He has helped advisors move from employee channels, independent channels or to an RIA. He goes over what preparation you need, the development and the process, and what the right mind set is to have in these transitions. He also goes over the problems that could arise from not being prepared. Hope you enjoy it!
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I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
فصل ها
1. Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions (00:00:00)
2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:15:21)
3. (Cont.) Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions (00:16:02)
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