10 factors sellers consider before choosing a new firm
Vision and mission
Success at any firm often begins at the top of the business, where the firm’s direction and culture are set by its leadership team. The best firms have articulated a clear vision around navigating through a changing landscape and developed a strong plan for organic and inorganic growth. Regarding a firm's retirement and wealth business specifically, the key question is this: Does the firm have a strong stand-alone retirement and wealth business with strong leadership that is not derivative of another larger and stronger line of business?