Maximum Advisor
The Matt Thiel Story: How One Financial Advisor Transitioned to His Independent Dream Practice, Bringing 96 Percent of His Clients With Him
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:39:07
- More information
Informações:
Synopsis
In this episode of the Maximum Advisor podcast, host Chip Munn is joined by Matt Thiel, President of Signature Wealth Strategies in High Point, North Carolina. The two talk about Matt’s amazing journey to an independent financial advisor practice (Signature Wealth Strategies) after 20 years at a large wirehouse. Learn what motivated Matt to make the change to an independent practice and how it presented new options and opportunities. To learn more about the podcast and read the show notes, visit: http://maximumadvisor.com/032
