Gone but never forgotten. 🇺🇸
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Today, as we commemorate Freedom and African American Emancipation Day, may we also reflect on a period in our history that shaped and continues to influence our society today. Let us recognize the many achievements that we have made together, to build a better tomorrow! #juneteenth #freedom #riseup #emancipation
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Independence sure does have a nice ring to it, doesn't it? If you, or someone you know, is thinking about joining the Advisor Migration from the world of big corp banks & BDs into the RIA space, but don’t want the hassle or headache of overhead, managing technology, & compliance, you'll want to check out this opportunity! Whether you’re considering a move or simply curious about the opportunities & benefits of joining an RIA, confidentially apply today & connect with expert, Wealth Management Matchmaker™, Jordan Christa 🫱🏼🫲🏽.
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Great article with insight to the concerns Advisors have when contemplating a move.
Wealth Management Matchmaker™ - A Strategic Recruitment Partner & Advocate to Wealth Management's Finest 🔥, making meaningful connections that impact lives & support growth!🪴
With a mass exodus of Advisors leaving Wirehouses and IBDs, greatly effecting the RIA space, I found this study fascinating. "32% of IBD advisors have contemplated establishing their own independent RIA in the past year, driven by the prospects of higher payouts, greater autonomy, and a more personable working environment." While "46% of advisors view the operational responsibilities—such as managing technology, staffing, and compliance—as major hurdles". I'd love feedback & personal stories from your transitions as well!
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The most expensive hire is the wrong one. Hiring to fill a void within a boutique RIA is imperative in ensuring operations & compliance are properly maintained without compromising high caliber client service! Are you hiring? Here are Six Common Hiring Mistakes you’ll want to avoid from CEO & Founder, Jordan Christa 🫱🏼🫲🏽!
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One of the most anticipated days of the year for our team is finally here, PFP Career Day at the University of Houston, C.T. Bauer College of Business! We are so grateful for the continued partnership with University of Houston and John C Lopez, CFP®. Thank you for having us back for our third annual career day & GO COOGS! 🐾♥️🤘🏼
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Not your average recruiter. Our CEO & Founder Jordan Christa 🫱🏼🫲🏽 continues to pave the way, setting the example of serving as a fiduciary to fiduciaries! It’s our mission to build strong relationships with our candidates to really understand their needs, ensuring we only make introductions with firms that offer the culture & career paths that align with their ideal forever home. May you accomplish all that you want to and more as a part of your new career family! (You know who you are 😉)
Wealth Management Matchmaker™ - A Strategic Recruitment Partner & Advocate to Wealth Management's Finest 🔥, making meaningful connections that impact lives & support growth!🪴
This unexpected delivery made my day! 💐 What a tremendous blessing it is to bless others. To my candidate, the Wealth Management Expert with incredible tenacity, passion & drive, thank YOU for allowing me to represent you in your search. It has been such a pleasure getting to know you, and an honor working with you. I can’t wait to see the lives you impact, and all that you achieve in the years to come throughout your new endeavor. 💪🏼🏆 #wealthmanagement #rise #rias #financialplanning #cfp #recruiting
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