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Breaking Up is Hard to Do: A BD Transition StoryBreaking Up is Hard to Do: A BD Transition Story

Transitioning to a new broker-dealer is a decision that should be made with a great deal of consideration and due diligence.

July 26, 2023

 

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Victor Navarroli of Carolina Wealth Partners recently changed broker-dealers and selected United Planners because of service and flexibility. He shares his experience and the deciding factors when choosing a new BD, and how it ultimately benefited his clients.