Interview with Joseph Pellegrini, VP of Business Development, South East Region, Raymond James

For Advisors By Advisors
26/08/2022 37 min Temporada 1 Episodio 6
Interview with Joseph Pellegrini, VP of Business Development, South East Region, Raymond James

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Episode Synopsis

In this episode, we talk with Joseph Pellegrini.  As a recruiter of the independent channel for many years, we got insight into what makes financial advisors go independent,  what to research and prepare for when going independent, and the type of advisors that should consider it.  Also, Joe goes over the pros and cons of different firms.    Joe goes over with Covid-19  gone, why many advisors have decided to make the move.    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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