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 . It’s hard to resist the siren call of a big payday but what are the deciding factors in making a transition – other than financial – which ensure an advisor is making a move for the right reason? In this episode of ‘The Financial Advisor’s Advisor’ Elite Consulting Partners Founder & CEO Frank LaRosa discusses just that. Learn from Frank’s expertise about how evaluating culture, technology, operational support, and other business synergies in the due diligence process of your transition – and not focusing on just the money – can be in an investment in the future of your business that builds a long-term legacy.

Exploring independence or a firm transition?
Before you make a move, understand the offers, structures, and pitfalls advisors face today.

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