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Podcast: For Advisors By Advisors
Episode: For Advisors By Advisors - Interview with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC - When a Financial Advisor Leaves Firms, Arbitration Can Happen! One Expert Weighs In!
Description: In this episode, we speak with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC.Ā We go over his history in the business, how the business has changed, and where advisors are going now a days.Ā As an expert witness in arbitration cases, we went over some great stories of Advisors leaving the right and wrong way.Ā We also went over succession and how to look for a qualified buyer.Ā I hope you enjoy it!Did this podcast get you to take action in some way? Iād love your thoughts and feedback on this podcast. Ā Iām a...