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“Can I think of you as my agent?” I was recently asked this by a highly successful advisor while discussing potential firms and models for his Office of Supervisory Jurisdiction (OSJ) practice.
Having consulted with thousands of financial advisors over the last 25 years, I know there’s no such thing as a one-size-fits-all solution for every practice. Finding yourself a knowledgeable, unbiased advocate whose only interest is listening to you and helping you navigate your own vision of success is invaluable. With more diverse models and competitive offerings than ever, you are firmly in command.
It’s your practice, your choice.
– Michele Mandeville, Founder/President, PRISM Wealth Management Recruiting