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Convergence Financial - Supporting Your Independence
Our Difference
About Us
Meet The Team
What Top Advisors Ask
Contact Us
Find a Advisor
Convergence Financial - Supporting Your Independence
Our Difference
About Us
Meet The Team
What Top Advisors Ask
Contact Us
Find a Advisor
Our Difference
Folder: About Us
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About Us
Meet The Team
What Top Advisors Ask
Contact Us
Find a Advisor
What Top Advisors Ask Before Making a Move
Brian Jackson 4/30/20 Brian Jackson 4/30/20

What Top Advisors Ask Before Making a Move

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Brian Jackson 4/29/20 Brian Jackson 4/29/20

1. Will my clients be better served at the new firm?

It all begins with an idea.

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2. What kind of support will I receive during the transition (and beyond)?
Brian Jackson 4/28/20 Brian Jackson 4/28/20

2. What kind of support will I receive during the transition (and beyond)?

It all begins with an idea.

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3. Will I have more autonomy—or just a different version of the same rules?
Brian Jackson 4/27/20 Brian Jackson 4/27/20

3. Will I have more autonomy—or just a different version of the same rules?

It all begins with an idea.

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4. How does this move help me build long-term value?
Brian Jackson 4/26/20 Brian Jackson 4/26/20

4. How does this move help me build long-term value?

It all begins with an idea.

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5. Is the grass really greener—or just a different shade of brown?
Brian Jackson 4/25/20 Brian Jackson 4/25/20

5. Is the grass really greener—or just a different shade of brown?

It all begins with an idea.

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