Author: Michael Kitces
Source
Welcome back to the 313th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. What’s unique aboutRead More…
The post #FA Success Ep 313: Finding Rollover Opportunities By Specializing In Transitions After Layoffs, With John Stokes first appeared on Kitces.com.