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محتوای ارائه شده توسط Evan J Mayer. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Evan J Mayer یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions

28:52
 
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Manage episode 344414255 series 3380761
محتوای ارائه شده توسط Evan J Mayer. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Evan J Mayer یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

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!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.

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

  continue reading

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)

87 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 344414255 series 3380761
محتوای ارائه شده توسط Evan J Mayer. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Evan J Mayer یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

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!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.

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

  continue reading

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)

87 قسمت

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