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 for their firms to catch up to current technology. The biggest concerns from the onset of the initial lockdowns were connectivity, data protection and service continuity. While many firms have figured it out, we’re now at an interesting inflection point, with multiple vaccines becoming available there’s a new surge in optimism for what's to come in the new year.  But a sizable number of Advisors intend to remain remote, as many as 64% are anticipated to opt for some form of remote arrangement after the pandemic. 

For Advisors considering a major transaction i.e. acquisition of AUM, sale of AUM, moving to another platform or going indepe…