As a recruiter, I spend a lot of time on the phone with potential candidates who are seeking a career change, or thinking of going independent, or wanting to establish themselves with one of the wirehouses.
Before we agree to meet, there is certain criterion that needs to be established. As any successful Financial Advisor will tell you, each time they meet with a client they focus on three questions. What does the client want to fix, accomplish, and avoid in their financial goals?
As financial recruiters, our focus is similar at Willis Consulting. Like our clients, we are a relationship-based business and we devote critical attention to matching investment philosophies, temperaments and work style between our clients and candidates.
So if you are an advisor contemplating a change, look carefully at your current firm and your business and then determine what you want to fix, accomplish and avoid…three essentials before a winning “match” can be made.