When an advisor signs a recruiting deal, the firm is making an investment in that individual, and the advisor is signifying the intent to make good on the firm’s investment. But situations change over time. Is there a way out?
Say what you’re going to do and do what you say. And do it well.
NCA Financial Planners' Kevin Myeroff discusses his thought process around succession and why he ultimately chose to sell his firm to Sequoia Financial.
Advisors looking for someone to take over their practice may find the second—or third—time’s the charm.
This episode looks at the buy-side perspective of M&A, the attributes needed to become an attractive acquirer, the characteristics of prospective targets and more.
An Executive Brief to assist advisory firms with attracting new talent, creating inclusive cultures and adding new skill sets.
