You’ve been working with a broker for years, and built up a great relationship, and one day they announce that they’ve left their firm in pursuit of greener pastures. So what now? Do you keep your assets at the original firm, where they’ve been for years, or do you follow the individual you’ve been working so closely with? Barry Glassman shares on CNBC that the first step is entirely your decision- and don’t let pressure of either side sway you.
Latest posts by Glassman Wealth Services (see all)
- Barry Glassman meets with Julie Cooling of the RIA Channel - January 5, 2019
- Investment News: What If You Had Just One Client? - December 15, 2018
- Barry Glassman Interviewed on Federal News Radio - November 30, 2018