Mark Elzweig's Linkedin Analytics

Are you a financial advisor/wealth manager considering a transition? For over 35 years, I've guided financial advisors and teams through strategic career transitions at wirehouse, regional and independent firms. My Mission With so many options to choose from, my role is to help you find the ideal firm or platform for the next phase of your career. My Background I'm a former social worker who relishes the opportunity to guide advisors to make difficult and consequential career decisions. I come from a family of executive recruiters and understand the importance of keeping all candidate conversations strictly confidential. What I do: I help advisors understand the pros and cons of joining another broker dealer, independent or RIA firm. My process is truly consultative. You’ll learn a lot about the advisor recruiting landscape through my 4-step due diligence process designed to help you choose the right firm. I’ll help you negotiate the best deal at each prospective firm. I know where firms can be pushed to deliver more, and which requests are a not likely to be successful. I’ll also ensure that you are connected with the right resources to ensure a successful move. And I do more than move advisors from firm to firm. I help advisors think about the big picture: • What's the best way to monetize your business? • Are you thinking about your own succession plan? There are an ever-expanding array of options that I look forward to reviewing together. I’m proud of the many long-term relationships that I’ve made with advisors over the years. Where You Have Seen Me My columns have appeared in Think Advisor, Financial Planning, Investment News, Fund Fire among other media outlets. News organizations regularly tap my expertise. I publish a widely read newsletter that details industry recruiting packages and industry trends. NEXT STEPS: Contact me at 212-685-7070 or at [email protected].