It's a familiar scenario. After months (and in some cases years) of contemplation, research and discussions, an adviser has finally decided to switch firms. The adviser is ready to engage with the prospective firms and their recruiters. Now what?
Here are some things to think about when searching for the right business model for your practice.
There are so many reasons to choose this profession, those who are currently in it just need to do a better job of helping to spread the word
Financial advisers serious about growing their businesses in 2015 seem to be voicing similar concerns in our discussions.
I recently participated in a webcast outlining key considerations for advisers looking to transition or sell their practices to another firm.
To grow consistently and profitably, firms should look at recruiting as a long-term investment.
While at the InvestmentNews Retirement Income Summit last week, our team spoke with a wide variety of advisors from all areas of the industry.
After working with thousands of reps over the years, I don't believe this new regulation will deter unhappy financial advisers from moving to firms offering more opportunities for growth.
For recruiting firms and advisers who are considering a transition, the topic of compensation is always paramount.
