The Evolving Advisor Podcast
The Evolving Advisor Podcast
The Evolving Advisor Podcast
Ep 035: Charles Shapiro & Chris Walling - The Current Advisor Landscape & Transitioning To Independence
29 minutes Posted Jan 7, 2021 at 8:39 am.
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Show notes

Today’s conversation is with Stratos Partners, Charles Shapiro, Chief Development Officer, and Chris Walling, Founding Partner. In this episode, Jeff, Charles, and Chris, discuss the current Advisor landscape and their experience working with wirehouse and bank model advisors transitioning to the independent model.