Finet pros and cons for $600k producer please

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Posting as :
works at
You are currently posting as works at

I’m interested too

Up to you if you move plan a little client attrition

If you moved how much attrition should be expected?

Depends on The platforms you use, fees you charge and performance. I just kept a kept a $3 million relationship from an FA who went to Finet. My accounts have had better performance and I cut his fees by 40% and he was happy to stay with me instead of his previous advisor that moved from warehouse to Finet.

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