Welcome to RIA Collective. Taking the Fear and Mystery out of Going Independent.

Mark Elzweig

Mark Elzweig Profile Photo

President, Mark Elzweig Co.

Mark Elzweig founded his eponymous recruiting firm in 1985. He specializes in helping advisors make strategic career decisions. Mark works with advisors at wirehouse, regional and independent firms.
He's a columnist for ThinkAdvisor and Financial Planning magazines and comes from a family of recruiters. Mark is an MSW and his first career was in social work.

The New Mechanics of Independence with Mark Elzweig
23
Jan. 18, 2023

The New Mechanics of Independence with Mark Elzweig

In this episode of RIA Collective, Mark Elzweig joins us to discuss the mechanics of making a successful transition to an independent advisor. He emphasizes the importance of due diligence and thoroughness in the process, as well as staying within guidelines and playing by the rules. Mark also highlights how the landscape of independence has shifted, making it easier and more lucrative for advisors to go independent than ever before. He encourages advisors to seek out legal advice and speak with...
Guest: Mark Elzweig
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