Aug. 22, 2023
Decoding Advisor Transition Deals: An Exclusive Insight with Charlie Van Derven & Mark Elzweig
In this episode of RIA Collective, host Charlie Van Derven invites Mark Elzweig, a seasoned independent recruiter, to discuss the intricacies of an RIA transition. The conversation ranges from the evolution of the current RIA model to specific best practices from an experienced recruiter.
Join us for an enlightening conversation that demystifies the RIA space, offering advisors insights into navigating their professional journey with foresight and agility.