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Advisors transitioning to the right firm
Manage episode 425353355 series 3582035
Innehåll tillhandahållet av Michael Sakraida. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Michael Sakraida eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Our host, Mike Sakraida, wrote the highly acclaimed Money, Balance, Joy - Improving Your Life Story book on Amazon. Mark Elzweig, our guest, is one of the best independent financial advisor recruiters in the United States. You are a key part of our conversation, where: 1. You'll learn the four proven steps to join the right firm for you; 2. You'll be able to capitalize on the "sports agent" approach of an elite independent recruiter; and 3. Know the next steps to take, even if you're not currently looking to change firms.
Resources mentioned in the podcast: website (for info, sign up for newsletter, and read related articles); elzweig@elzweig.com (Share your situation, even if not looking, and hear his initial thoughts)
moneybalancejoy.com
mike.s@fanresources.com
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