Episode 2 — 4 Major Advantages of Working With an Independent Advisory Firm

Unfettered Wealth Podcast

Aug 27 2020 • 24 mins


When seeking financial planning advice, there are typically three types of firms you can work with: independently registered investment advisory firms, bank-owned firms, or publicly traded firms. Each firm has its own set of traits, however, Eric Tashlein believes that there are four major advantages to working with an independent firm, like Connecticut Capital Management … Continue reading Episode 2 — 4 Major Advantages of Working With an Independent Advisory Firm