A common question in the industry is what type of firm is best for a financial professional in today’s advisory world.
Recorded by: Adam Holt & Derek Notman
Is it captive or independent? Is it insurance, wealth management or registered investment advisor? Is it a hybrid? Is it some combination?
In this episode, Adam Holt & Derek Notman speak with Ryan Shanks, co-founder of FA Match, where they discuss what financial professionals are moving towards and leaving behind.
The trio discuss the motivations for both firms and advisors to affiliate with modern practices and rebuilt legacy platforms.
Adam, Derek & Ryan discuss:
- The typical profiles of advisors who are looking to make a move
- Things advisors tend to consider before making a move
- Solidifying your brand vs your firm
- Steps you should consider before making a move
- And more
Related: Rethink: Advisor, Adviser or Advicer featuring Michael Kitces