Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face
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Brian is the owner of Face 2 Face Financial Planning, a fee-only RIA in Kalamazoo, Michigan. He\'s a second generation planner who was introduced to the industry by his father. In 2007, he started\\xa0his career in a wirehouse,\\xa0but found the work unsatisfying\\xa0after two years.
He ultimately learned that he could serve customers in a way that provides value and\\xa0while he earned a living. His experience is a wonderful case study describing how to establish a new firm, convince\\xa0clients to join you, and transition from an existing RIA without burning bridges.
You can find show notes and more information by clicking here:\\xa0http://www.xyplanningnetwork.com/85
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