For Advisors By Advisors

For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and go Independent? This Advisor Weighs In!

July 17, 2024 Evan J Mayer Season 3 Episode 10
For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and go Independent? This Advisor Weighs In!
For Advisors By Advisors
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For Advisors By Advisors
For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and go Independent? This Advisor Weighs In!
Jul 17, 2024 Season 3 Episode 10
Evan J Mayer

In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James.  We discussed why advisors make the move from the employee side of the business to the independent side.  With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense.  We also discussed how Todd grew his practice and the move to transitioning your practice.  Hope you enjoy it!  

Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  

I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

Show Notes

In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James.  We discussed why advisors make the move from the employee side of the business to the independent side.  With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense.  We also discussed how Todd grew his practice and the move to transitioning your practice.  Hope you enjoy it!  

Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  

I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors