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Does PWC give free Udemy access?
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Ping him directly for more info

IDN up 15% today, was a great call out
Additional Posts in Looking for a change of scenery
Schwab independent Advisor channel anyone?
Best study guide for CFP?
Looking for a new home in Maine?
What kinds of tires are we kicking?
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Taking a big check is never a reason to move. Doing what’s best for your clients is the only reason to change firms. If you can lower their costs, have better options for clients AND be more independent while earning more... now you’re talking! #UnitedPlanners
Nope.
The only move you should consider is to independence
How big are we talking ?
Go Indy. The check is a lie
The math works better for the long term. Not to mention the tax advantages of being Indy. Also, Morgan Stanley and UBS are happy to say they own your clients once you get there
And so does Jones ......
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