First Steps? Potentially changing firms

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Feb 16, 2016 12:08 am

Hello and thanks for your help - I am a wealth manager at a national firm, based in the pacific northwest, and have been managing money for about 10 years now.  I'm fairly happy, my book is pretty solid but I've been thinking a lot about the hefty recruitment offers I've been seeing on advisorhub.  I know there are golden handcuffs with a lot of those deals and you need to read the fine print - I am looking to learn more about if any of these deals would be attractive to me.  What's the first step here?  A headhunter?  Or finding a recruiter at one of these firms on facebook or linkedin?  Can someone help me navigate?  

Apr 4, 2016 10:07 am

What’s up man. Not sure if you ever got a response. I work with AdvisorHub and would love to give you a hand.

Feel free to reach out to me at [email protected]