A Financial Advisor after 1 Year of going Independent

For Advisors By Advisors
30/08/2022 24 min Temporada 1 Episodio 7
A Financial Advisor after 1 Year of going Independent

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Episode Synopsis

In this episode,  We speak with Eric Cornell,  Founder and CEO of Helius Wealth Management.  Eric was at Ameriprise for over 20 years starting his career before making the switch to independence one year ago.  Eric discusses his journey, experience, and what makes him  unique in the financial advisor space.  He also goes over how a franchise model is different then a independent model and what to look out for.  Check it out and let us know your thoughts!  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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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