Best practices for switching firms and attracting new talent.
Advisors consider time their most precious resource. By planning an event focused on helping your advisors grow their individual practice, you add value as a branch leader, build loyalty among your advisors and attract new advisors to your group.
Offering new opportunities, resources, and support, the independent RIA model can serve
the evolving needs of advisors and their clients. In response, advisor teams are moving to
independence at an inspiring rate.
In the span of a career, most successful financial advisors will have the opportunity to join a new firm. Switching firms can be exciting, but it can also open the door to legal issues. If you’re considering a move, ask yourself these questions to determine if it makes sense for you.
Ele joined Stifel after a thorough due diligence process where she experienced our advisor-first culture, our thriving entrepreneurial environment, and the freedom to lead and grow without being micro-managed.