"The #1 Mistake I See From Financial Advisors" – with Jeff Nash (090)
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"The #1 Mistake I See From Financial Advisors" – with Jeff Nash (090)
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We break down how to judge a “good deal” when moving firms and why the right fit must come before the highest headline offer. We share tactics to present your numbers, avoid hidden fees, and negotiate without wearing out the process.
• Chose culture and platform over economics
• Headlines vs. Real underwriting and risk
• W-2 notes, amortization, and timelines
• Independent payouts, platform and program fees
• Avoiding negotiation fatigue
• Why making leadership fall in love with you & your team might pay
• Timing offers around deal budget cycles
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