Looking to change firms?-Feedback requested
We are an independent firm that has recently expanded to accommodate new advisors. As a result of the expansion we have one office space left and are looking to offer it to the right person.
What we are looking for:
A motivated, self-starting and established advisor who would like to operate as an independent (own their book provide unbiased advice) and who gets along well with others.
What we offer: full support (staffing, office space marketing, compliance, technology etc.) and a collaborative, professional, class A office space environment.
There is more but this is starting to sound like a "want ad".
Thoughts, feedback opinions anyone?? Have you been in a similar situation and if so, what did you do?
telling people where you are in the tag line would probably help your hit ratio
Source URL:https://www.wealthmanagement.com/forums/whats-firms/looking-change-firms-feedback-requested