Mark Elzweig's Linkedin Analytics

35 plus Years Experience Helping Financial Advisors Make Strategic Career Decisions My goal is to help you find the right firm or platform for the next stage of your career. I'm an executive recruiter who specializes in placing financial advisors at wirehouse, regional, independent, and RIA firms. 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. Three decades as a recruiter have taught me that it's important to be aware of the pluses and minuses of a prospective firm as they affect your ability to service clients. HOW I DO IT: CAREER PLANNING: Whether you are an industry veteran or relatively new to the business, I can help plan the next best steps for you, whether that means remaining at your current firm, or exploring other options. I am an expert in platforms and business models. Are you suited to go independent? Should you stay with a big broker-dealer? Want to figure out how to sell your practice or develop a succession plan? I can help find the right match for you at any stage in your career. DUE DILIGENCE: Over the years I have developed in-depth insights to the industry and can help you understand differences among firms both in terms of the products they offer and also in terms of their technology, banking capabilities, sales support, and other key criteria. These subtleties will help you understand how your business might function on a day-to-day basis. NEGOTIATING: Recruiting packages aren't just about "upfront money." I walk advisors through the details, including monetary and non-monetary aspects of a deal. I'm also able to help customize deals. TRANSITIONING: I walk advisors through the process of resigning, informing clients according to the protocol rules, and transitioning client assets to a new firm in a compliant manner.