XYPN Radio / Independent Financial Advisor

Episode No. 362 | June 01, 2023

The Benefits of Fee-restructuring & Other Mid-course Growth Decisions

A Conversation with John Underhill

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If you’re interested in learning how employment contract restrictions can seriously disrupt your plans to take clients with you should you decide to break away from your broker, as well as working through growth and fee structuring decisions, this episode is for you! XYPN member John …

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