This or That: Career Decisions for Wholesalers and Advisors

Kurt Dupuis and Steve Seid from Touchstone Investments join Dan to discuss career decisions that almost every wholesaler or advisor face in their career. They include:

• going from a wholesaler to an advisor
• going from a Wirehouse to an Independent BD
• going from external to management 

This is a crossover episode that was recorded for the Internal Use Only podcast and the Whole Truth podcast for financial professionals.

-Dan