By Barbara Herman – You are a 35-40 year old advisor who is 10-15 years out of your firm’s training program and you’ve built a quality and thriving business. You have strong, personal client relationships and have amassed $100-$125MM in AUM. You are the best of the industry’s next generation. There’s no question that you can stay the course as what you have done so far has delivered an enviable level of success and has well positioned you for the future. But you are forward-thinking and want to plan for this next chapter in your professional life.
By Barbara Herman – Advisors who see themselves as career wirehouse folks may assume that little to no due diligence is required when considering a move to another wirehouse. They often move forward, neglecting to ask a few important questions whose answers can define their future with the new firm.
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