The Money, Balance, Joy Podcast

Advisors transitioning to the right firm

June 07, 2024 Michael Sakraida Season 1 Episode 11
Advisors transitioning to the right firm
The Money, Balance, Joy Podcast
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The Money, Balance, Joy Podcast
Advisors transitioning to the right firm
Jun 07, 2024 Season 1 Episode 11
Michael Sakraida

Our host, Mike Sakraida, wrote the highly acclaimed Money, Balance, Joy - Improving Your Life Story book on Amazon.  Mark Elzweig, our guest, is one of the best independent financial advisor recruiters in the United States.  You are a key part of our conversation, where:  1. You'll learn the four proven steps to join the right firm for you; 2. You'll be able to capitalize on the "sports agent" approach of an elite independent recruiter; and 3. Know the next steps to take, even if you're not currently looking to change firms. 
Resources mentioned in the podcast:  website  (for info, sign up for newsletter, and read related articles);   elzweig@elzweig.com  (Share your situation, even if not looking, and hear his initial thoughts)

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moneybalancejoy.com

mike.s@fanresources.com

Order Money, Balance, Joy - Improving Your Life Story

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Show Notes

Our host, Mike Sakraida, wrote the highly acclaimed Money, Balance, Joy - Improving Your Life Story book on Amazon.  Mark Elzweig, our guest, is one of the best independent financial advisor recruiters in the United States.  You are a key part of our conversation, where:  1. You'll learn the four proven steps to join the right firm for you; 2. You'll be able to capitalize on the "sports agent" approach of an elite independent recruiter; and 3. Know the next steps to take, even if you're not currently looking to change firms. 
Resources mentioned in the podcast:  website  (for info, sign up for newsletter, and read related articles);   elzweig@elzweig.com  (Share your situation, even if not looking, and hear his initial thoughts)

Support the Show.

moneybalancejoy.com

mike.s@fanresources.com

Order Money, Balance, Joy - Improving Your Life Story