• Advisors transitioning to the right firm

  • Jun 7 2024
  • Duración: 23 m
  • Podcast

Advisors transitioning to the right firm Por arte de portada

Advisors transitioning to the right firm

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  • Resumen

  • Our host, Mike Sakraida, wrote the highly acclaimed Money, Balance, Joy - Improving Your Life Story book on Amazon. Mark Elzweig, our guest, is one of the best independent financial advisor recruiters in the United States. You are a key part of our conversation, where: 1. You'll learn the four proven steps to join the right firm for you; 2. You'll be able to capitalize on the "sports agent" approach of an elite independent recruiter; and 3. Know the next steps to take, even if you're not currently looking to change firms.
    Resources mentioned in the podcast: website (for info, sign up for newsletter, and read related articles); elzweig@elzweig.com (Share your situation, even if not looking, and hear his initial thoughts)

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    mike.s@fanresources.com

    Order Money, Balance, Joy - Improving Your Life Story
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