In this episode of RIA Collective, host Charlie Van Derven sits down with Brandon Fink from Claro Advisors to explore the challenges and triumphs of transitioning to an independent advisory firm. Dive into the significance of fostering strong client relationships, the value of consistent communication, and the role of trust in ensuring a smooth move.
Listen in for an insightful discussion that offers a glimpse into the dynamics of a successful transition in the financial industry, providing advisors with valuable perspectives on the importance of preparation, the benefits of independence, and the power of client trust.
Brandon Fink
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