Tuesday, March 15, 2011
CONSIDERING MAKING A BD/RIA MOVE? A LEADING RECRUITER DISCUSES KEY ISSUES IMPACTING THE DECISION FOR THE WIREHOUSE, INDEPENDENT AND REGISTERED INVESTMENT ADVISORS
• Understanding the current BD and RIA environments and the impact on the transitioning advisor
• Advisor trends
• Identifying the drivers to making a move and finding the right fit
• How does the use of social media and other marketing strategies affect the BD/RIA decision?
• Compensation and transition packages being offered