For Advisors By Advisors - Evan J Mayer - What Goes into a Financial Advisor Opening his own Firm? What Needs to be Done?

For Advisors By Advisors
12/12/2022 14 min Temporada 1 Episodio 37
For Advisors By Advisors - Evan J Mayer - What Goes into a Financial Advisor Opening his own Firm? What Needs to be Done?

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Episode Synopsis

In this episode, your host Evan J. Mayer goes over what he had to accomplish from the time he decided to open his own office until the day he left his current firm.  What are the important things that must be done?  What comes up that you didn’t expect?   I go through my sixty-day process of creating our company and what was involved.  I 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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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