Is it a good time to consider a Recruitment Offer?

Give yourself big income bump for 2021, greater independence to grow and offer clients a better experience.

The Chairman’s Council |  Strategy Playbook


COVID19 has jolted the Wealth Management industry in a major way, in 2020 firms both big and small accelerated major upgrades to their platforms to accommodate all of their employees remotely. For some firms this was a big undertaking, as most Advisors would attest, in normal environments it often takes a while…

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