RIA Collective

Decoding Advisor Transition Deals: An Exclusive Insight with Charlie Van Derven & Mark Elzweig

August 22, 2023 Charlie Van Derven
Decoding Advisor Transition Deals: An Exclusive Insight with Charlie Van Derven & Mark Elzweig
RIA Collective
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RIA Collective
Decoding Advisor Transition Deals: An Exclusive Insight with Charlie Van Derven & Mark Elzweig
Aug 22, 2023
Charlie Van Derven

In this episode of RIA Collective, host Charlie Van Derven invites Mark Elzweig, a seasoned recruiter, to discuss the intricacies of advisor deals. The world of advisor transition deals can often seem like deciphering a foreign language. What types of deals are really out there? Which one is the best fit for you?

Join us for an enlightening conversation that demystifies these deals, offering advisors insights into navigating their professional journey with foresight and agility.

Mark Elzweig
LinkedIn
Website

Show Notes

In this episode of RIA Collective, host Charlie Van Derven invites Mark Elzweig, a seasoned recruiter, to discuss the intricacies of advisor deals. The world of advisor transition deals can often seem like deciphering a foreign language. What types of deals are really out there? Which one is the best fit for you?

Join us for an enlightening conversation that demystifies these deals, offering advisors insights into navigating their professional journey with foresight and agility.

Mark Elzweig
LinkedIn
Website