Ep. 5: It’s All About The Net
When you are in negotiations with a potential new firm partner, it is easy to get enamored with the big numbers a firm may present as part of your transition package.
Ep. 4: What Does A Mailbox Have To Do With Your Business?
If you are a firm actively recruiting advisors, what do the details of your office space say about you, your company, and its values?
Ep. 3: It’s Not About The Money, But It’s About The Money
It’s a seller’s market in financial services and advisors interested in making a move are being offered unprecedented financial deals by independent and wirehouses firms alike.
Ep. 2: The Independent W-2 Model
The attraction of the independent business model for financial advisors is undeniable. Independence offers financial, operational, and lifestyle benefits that – even if an advisor is not ready to make a move – certainly has them thinking about it
Ep. 1: Advisors Should Eat Their Own Cooking
When financial services firms and their advisors talk about succession planning, they often present a very buttoned-up scenario.
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