Latest / Advisor Talk with Frank LaRosa
'Tis The Season To Hit The Bid
Key insights Frank and Dale cover include:
*Why year-end AUM, head count, and other revenue targets drive the deal making decisions of firms during Q4.
*Using the insights of an informed recruiting consultant to evaluate and maximize the financial upside of a transition deal and ensure the firm partner you choose is the right one for you.
*The importance of transitioning the right way, regardless of the financial carrot being dangled.
*Predictions on how transition conditions in Q4 shift in the upcoming months of Q1.
If you are a financial advisor who has been considering making a move to a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.