Travel/Venue Info
Fontainebleau Miami Beach
4441 Collins Avenue
Miami Beach
Florida 33140 USA
Forward this Session
Forward this Session
CONSIDERING MAKING A BD/RIA MOVE? A LEADING RECRUITER DISCUSES KEY ISSUES IMPACTING THE DECISION FOR THE WIREHOUSE, INDEPENDENT AND REGISTERED INVESTMENT ADVISORS
• Understanding the current BD and RIA environments and the impact on the transitioning advisor • Advisor trends • Identifying the drivers to making a move and finding the right fit • How does the use of social media and other marketing strategies affect the BD/RIA decision? • Compensation and transition packages being offered