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Video Questionnaire
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Video Script Questionnaire
Provide answers below to be incorporated in the video script
Name
Why did you decide to pursue a move?
What makes independence the right choice for you and for your clients?
What was the hardest part about making this decision?
Why did you choose LPL?
What appeals to you about SWS?
How has the SWS team been helpful so far?
What do you most look forward to about this new chapter?
Did you have any concerns or fears about entrepreneurship, and how has SWS helped alleviate them?
What has surprised you most so far?
If you could say anything to an advisor considering moving from wirehouse to independence, what would you say?
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