Make the transition
We have a dedicated Competitive Hire Transition Team to help make your transition easier.
And we do believe that on balance, the long-term benefits to you and your clients will outweigh the short-term effort of making the move.
We also understand that many well-established, high-quality advisors are simply comfortable and feel their current firm is good enough.
But the truth is, we're not looking for “comfortable” advisors who will settle for “good enough”.
We're looking for advisors who want better for themselves and, most importantly, for their clients. Maybe that's you. If so, we'd love to start the conversation.