ThinkAdvisor will host a webcast May 21 at 1 p.m. ET about the latest recruiting trends and the implications of LPL Financial’s purchase of Commonwealth Financial on financial advisors' career opportunities.
The featured speakers — all of whom focus on advisor recruiting — are Jason Diamond, president of Diamond Consultants; Mark Elzweig, president of Mark Elzweig Co.; Simon Hoyle, founder and owner of RIA Choice; and Judy Papike, CEO and managing partner of Cross-Search.
The four panelists will dig into the range of choices that advisors have — from the expanding array of affiliation options to the latest developments in recruiting deals.
These veteran recruiters also will answer the following questions about industry trends:
- With advisors in high demand, is this a good time for advisors to make a move, sell their practice or move into more fee-based arrangements?
- What should advisors know about the latest incentives to switch or stay at firms — such as the pros and cons of forgivable loans?
- How is competition for the Commonwealth advisors likely to affect recruiting deals for advisors across the industry?
- How can advisors evaluate the pluses and minuses of the many affiliation options?
- What are firms doing to deliver “high touch” services — and products — for both advisors and clients?
- Is intense industry consolidation likely to continue, and how can advisors best position themselves in light of this trend?
To sign up for this informative webcast, please go to our registration page.
(Photo: Shutterstock)
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