Your 10-minute download on advisor movement—and what’s driving the uptick in activity.
As the world goes through reopening, talk around advisor movement is amping up.
And there’s good reason for this uptick: There’s been a considerable rise in recruiting activity.
In this episode, Mindy answers the questions we’re hearing most often from advisors:
- Why have there been so many moves recently?
- What’s driving the movement and momentum?
- Where are they going?
- And, how are these moves being facilitated at a time when most employees are still working from home?
Mindy also shares her advice on considering change—and the threshold question you should ask yourself before making the leap.
It’s a quick listen that will fill-in the gaps and dispel the rumors on the current state of recruiting.
Perhaps it’s time to shift back to “big picture-thinking”
As the mayhem of March is replaced by a resignation that this is “just-how-it-is-for-now,” advisors tell us they’re ready to step out of crisis mode-thinking to focus more on the big picture. Read->
10 Predictions for Financial Advisors in the Post-Crisis World
In an industry where widespread change was already underway, there’s a new wave of evolution ahead—and much of it will be for the better. Read->
Crisis Underscores the Value of Freedom, Flexibility and Fiduciary Responsibility for this $1B+ Independent Firm
An interview with Doug John of Requisite Capital Management. Read->
This podcast is also available on…