Should I Leave My Broker Dealer This Year? [Episode 99]

The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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“Should I leave my broker dealer this year?” is a question Matthew and Micah get rather frequently, so in this episode, you can expect a full answer to that. They discuss the experiences they have had with broker dealers, comparing the good and bad aspects of them, as well as the right way to go about leaving one if you chose to do so. You can find show notes and more information by clicking here: https://bit.ly/2IXAjAE