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Get it in writing

by The 100 Companies
get it in writing

In speaking with thousands of financial advisors throughout my career, an unfortunate commonality is that nearly all advisors feel they’ve been lied to at some point.

It’s all too familiar …

• Before joining, the hiring manager promised you something (if not many things) that went woefully unfulfilled.
• Accounts were designated to be yours that mysteriously went to the manager instead.
• Inexplicably, your firm suddenly no longer supports advisor and client choice per the Broker Protocol, and decided that your clients were theirs and would make things difficult if you dared to leave.

My advice to you: Get it in writing.

– Michele Mandeville, Founder/President, PRISM Wealth Management Recruiting

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