Finding Rollover Opportunities In Transitions After Layoffs
CFO News Room
DECEMBER 27, 2022
So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. You’ve gotta get out of this commission business, and the reason I’m here is because of the compliance guys are having strokes up there in Florida over what you’re doing here.
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