Kimberley Cronin, Partner at Messner Reeves LLP, and I catch up to discuss how she's helped thousands of advisors successfully transition firms and her guidance on how Edward Jones financial advisors can successfully transition while avoiding litigation.
• Stay under the radar in the months leading up
• "You're allowed to reach out to clients"
• Here's how I can help navigate the contract and work with you to manage the human and emotional elements of your move
• "Do not do this..."
Our conversation should provide you confidence that you can have a smooth and successful transition simply by following a plan and appropriate guidance.
#FATransition #CoreyWalen #financialadvisor #lawyer #edwardjones
Kimberley's contact info:
Email: [email protected]
Website:
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Call or Text: (908) 902 4903
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Edward Jones FAs: This Attorney's Tell All About A Successful Transition – Firm Transitions Podcast For Country: United States. City: Bethlehem, Milwaukee, Springfield, West Covina, Westminster
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