Looking to change firms?-Feedback requested

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Dec 28, 2011 8:33 pm

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?

Dec 29, 2011 5:56 pm

telling people where you are in the tag line would probably help your hit ratio