Casey Smith was quoted in an article in the Wall Street Journal about new advisors transitioning businesses from more senior advisors. Casey became an independent advisor after becoming disgusted with the sales practices of AXA Equitable. In 2004 he partnered with a more senior independent advisor in Kennesaw, GA to learn more about tax and estate planning. In 2007 he purchased Wiser Financial and transitioned it to Wiser Wealth Management. This transaction had some bumps, however he believes that the end result has made Wiser better for its clients. You can view the WSJ article here.
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