4 Signs The Wirehouse Team Ain’t Moving

Many advisors profess their interest in going independent but relatively few actually make the move. How can you tell the difference between a financial advisor who’s  only kicking the tires and a serious candidate for independence?

That’s why I wrote this 4 step guide.

4 Signs The Wirehouse Team Ain’t Moving

ThinkAdvisor June 4, 2015

About Mark Elzweig

I am an executive search recruiter with an inside track on financial advisors, the asset management industry, and Wall Street. My work has appeared in numerous publications including On Wall Street,AdvisorOne, and Fund Fire. Journalists regularly seek me out, so you catch my bon mots in The Wall Street Journal, Research Magazine, Reuters, and more. You can follow me on Twitter @elzweig or you can reach me directly at 212-685-7070 or elzweig@elzweig.com.
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2 Responses to 4 Signs The Wirehouse Team Ain’t Moving

  1. Erwin says:

    Thanks Mark,

    #4 particularly useful point.

    Best,

    Erwin

    Erwin Cornstuble

    (480) 945-0419

    Scottsdale, AZ

  2. Mark Elzweig says:

    Thanks Erwin. An advisor who is truly committed to independence doesn’t mind doing the extra work to get it right.

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