Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions

For Advisors By Advisors
17/10/2022 28 min Temporada 1 Episodio 21
Interview with Jeremy Massullo, Director of Transitions, Concurrent Advisors - A Transition’s Specialist for 6 Years With Over 150 Transitions

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Episode Synopsis

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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors 

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