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 Julia Skinner (see all)
- Is Your Broker Changing Firms? Should You Stay, Or Should You Go? - October 17, 2018
- Glassman Wealth Named Inc. Best Workplace 2018 - May 31, 2018
- Glassman Wealth Named Washington Business Journal 2018 Best Place to Work - May 22, 2018