Choosing the Right Path: Individual Practitioner or Multi-Advisor Business with Dean and Candace (Ep. 42)

There is no right or wrong way to develop a career as a financial advisor; it’s about finding what is right for you. 

In this episode, Candace and Dean discuss the major inflection points in a financial advisor’s career and the different paths one can take within the industry. They explore the pros and cons of being an individual practitioner or operating a multi-advisor business, as well as the importance of finding the right fit and working with good people.  

 

Connect with Dean Thurman: 

LinkedIn: Dean Thurman 

White Glove 

InvestWise Financial  

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