@Elzweig

We are executive recruiters who work with financial advisors at wirehouse, regional and independent firms and publish a widely-read newsletter for advisors.

 New York City
elzweig.com
Joined June 2011
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What Gorman’s Departure Means for Morgan Stanley Advisors at.law.com/PzGY2z?cmp=share_… Read my comments in Think Advisor magazine.
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conta.cc/40l60q8 conta.cc/3zbmc17
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Pleased to discuss the mechanics of a successful move to independence with @Charlie_VanDerv on the RIA Collective. @socialadvisors_ riacollective.com/the-new-me…

The New Mechanics of Independence with Mark Elzweig

In this episode of RIA Collective, Mark Elzweig joins us to discuss the mechanics of making a successful transition to an independent advisor. He emphasizes the imp…

riacollective.com
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#financialadvisor #wealthmanagement #goingindependent | Mark Elzweig | 25 comments

Suppose you had just joined a new firm or set up your own independent shop. While you were calling clients to get them to transfer their accounts in- you suddenly discover that advisors at the old...

linkedin.com
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When's the Best Time for Advisors to Move? Here's our November Newsletter: conta.cc/3fuA2FD
Sanctuary Wealth Plots Aggressive Growth Strategy fundfire.com/c/3733114/48164… Turnkey RIA firms have a compelling value prop. Advisors get deals to join and access to a plug and play platform. They can also position themselves for an unusual monetization opportunity.
7 Secrets of Top Advisors Who’ve Successfully Moved Their Books at.law.com/89jDT1?cmp=share_…
What to expect in financial advisor pay in 2022 financial-planning.com/news/…

What to expect in financial advisor pay in 2022

The largest brokerages are looking to stabilize and simplify as the desire to avoid “rocking the boat” increases.

financial-planning.com
Is James Gorman Afraid of the Big Bad Wolf of Independence? at.law.com/Vysn9Z WFH is now the lifestyle of choice for many advisors.
RIAs Expand Services to Compete With Broker-Dealers fundfire.com/c/3542574/45313… RIA's and wirehouse advisors offer comparable services. If business model is no longer a differentiator, then what is?
EXCLUSIVE: Morgan Stanley Calls Brokers Back to Offices, Sets 90-Day Cap on WFH advisorhub.com/exclusive-mor… Advisors who've been enjoying the flexibility of WFH may opt to hit the bid elsewhere. #financialadvisors #wealthmangement

EXCLUSIVE: Morgan Stanley Calls Brokers Back to Offices, Sets 90-Day Cap on WFH

Some brokers will be eligible to qualify for additional time based on recognition club status, length of service, or manager approval, sources said.

advisorhub.com
'What’s your true net payout investmentnews.com/whats-you… It's helpful for wirehouse advisors to understand their true indy payout.

What's your true net payout?

Advisers' nominal payout is far from a full representation of the economics related to the relationship they have with their firms and clients.

investmentnews.com
conta.cc/3k4DUfY
Fee “Compression” or Fee “Justification?” pfiadvisors.com/fee-compress… via @pfiadvisors Today's financial advisors are affirming their value by offering broad based services including financial planning.

Fee “Compression” or Fee “Justification?” - COO Society

I was honored to participate in Addepar’s Discovery Week back in June, alongside Amy DeTolla of Focus Financial and Cameron Sheehan of Addepar.  During our session, we covered many topics including...

coosociety.com
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Merrill Deploys ‘Client Experience’ Teams to Retain Assets of Departing Brokers advisorhub.com/merrill-deplo… Merrill's home office team introduces client's of the departing advisor to their new broker. They want to ensure that client's views their relationship as primarily with firm.

Merrill Deploys ‘Client Experience’ Teams to Retain Assets of Departing Brokers

Through a program that began in November, Merrill specialists have been rapidly reaching out to customers of departing brokers to pitch clients on staying behind.

advisorhub.com
We’re defining success wrong, and it’s hurting our happiness fastcompany.com/90621149/wer… #financialadvisors#wealthmanagement

We're defining success wrong, and it's hurting our happiness

LinkedIn's head of Mindfulness and Compassion explains three ways you are defining success wrong and what you can do to help yourself stay on track.

fastcompany.com
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My seven top tips for transitioning to an RIA practice conta.cc/3nR82f9
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