Financial Advisors

Thoughts on WFA PCG comp plan?

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That's if you think giving 60% of your hard work away to a firm that gets bad press every other day represents value... plus, doing forget to read the Confidentiality lingo in your contract. That's a Hotel California deal... you can check in, but you can never leave!

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Been there, done that. Now as an Indie RIA I've doubled my cash flow, quadrupled my business equity, have gone from the highest (W2) tax bracket to the lowest (LLC as S Corp) and control who my client is and what he owns. That's enough isn't it?

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Outstanding plan. Best on the street

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Why the nastyness Advanced Practice?

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