The end game: Why every adviser needs a ‘go bag’
Very few advisers prepare for possible termination by their firm. Here are three precautions to take before things turn ugly at work.
Watch any spy movie and the protagonist always has a bag stashed somewhere safe with extra passports, cash in multiple denominations, and a gun. If he or she has to flee in a hurry, the “Go Bag” is always ready.
Every financial adviser needs his or her own “Go Bag.”
Why?
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