10 factors sellers consider before choosing a new firm
Retirement advisory firm leaders who understand these buy-side firm attributes and take the time to determine which are most important to their stakeholders — partners, staff and clients — will have the best chance of executing the most impactful partnership decisions. We spend considerable time with our clients beyond the financial transaction, focused on understanding and differentiating these attributes. We believe that it is this part of our work that will be most important in determining whether any retirement firm partnership will ultimately be successful.