Juncture: Navigating Your Path to the Perfect Financial Advising Affiliation - 4493

For financial advisors, choosing the right firm affiliation is a pivotal decision that impacts everything from client relationships to long-term success. In "Juncture: Navigating Your Path to the Perfect Financial Advising Affiliation," Kevin George, CFP(R) provides an essential guide to evaluating and executing a successful transition. This comprehensive resource addresses: How to objectively assess your current affiliation Understanding different business models and their implications Evaluating firm culture and technological infrastructure Negotiating transition packages and compensation Maintaining client trust through transitions Making the final decision with confidence Whether you're actively considering a move or conducting due diligence for the future, this book offers invaluable insights into the complex world of advisor transitions. George draws from real-world experiences and practical scenarios to help readers navigate common challenges and avoid costly mistakes. Perfect for: Financial advisors considering a firm change Experienced professionals evaluating their options New advisors planning their career trajectory Industry professionals seeking to understand the landscape of advisor transitions With "Juncture," readers gain access to proven strategies, practical worksheets, and expert guidance to make informed decisions about their professional future. This essential guide helps advisors align their practice with their values while maintaining strong client relationships throughout the transition process.
ASIN: B0F57NGDCP
VSKU: BVV.B0F57NGDCP.G
Condition: Good
Author/Artist:George, Kevin
Binding: Paperback