Switching broker-dealers/RIAs is a monumental decision for financial advisors. This white paper will teach you how to successfully evaluate potential B-D/RIA partners and find the perfect fit for your financial practice by sharing valuable insights and advice from advisors who’ve been through the process of switching firms.
- How to identify your critical decision factors
- Analyzing a broker-dealer/RIA’s technology offering
- Understanding why cultural fit is crucial to your success
- Evaluating a B-D/RIA’s investment products and financial planning support
- Assessing a B-D/RIA’s prioritizes and long-term outlook
