“You just bring your most recent statement in, you sign some paperwork, and a week or two later, everything shows up as is… you’re not going to pay any taxes because the funds move over as is.”
Tony Robbins Podcast Daily · Do You Trust Your Financial Advisor? | Tony Robbins Podcast
Play from 15:30
15:30
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What was described
Switch financial advisors by bringing the most recent account statement, signing a short paperwork package, and completing the transfer within one to two weeks.
1-2 weeks for transfer
Said nearby on the same subject
“…on a monthly basis together, they might go through their spending or their investment accounts…two people…looking at the credit card statement…bank statement…investment accounts…”
“Two libraries are compiled with different compiler switches for which word boundaries the commands were aligned on. So in the call stack, the argument transfer didn't work”