Jamal Mahmood of MSFS joins the show again to discuss with Brian the journey, pros, and cons of moving from a big-box firm to an independent advisory practice. They'll compare and contrast how products are treated, who values name brands and what is revealed when it's removed from the equation, and explore what the actual framework of a CERTIFIED FINANCIAL PLANNER™ professional looks like. If you've ever wanted to understand some of the differences in working with a big-name national firm vs. an independent financial advisor, this episode is for you.
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