In a world where ensuring asset growth and gaining scale is important to every firm, you are on the radar of every recruiter and manager in your market.
Of course you should accept the invitations from them. It’s flattering to be wanted, and it’s certainly important to get an understanding of what the competition is doing. The only problem with this approach is that it isn’t strategic. After a series of random meetings, most advisors report back that they are more confused than ever and less certain of whether any of the options would actually push the needle enough to warrant the disruption that a move creates.
