Summary: Yes, I know employee financial advisors don’t have shareholders per se. But I suggest to the advisors I talk to every day that they are the CEOs of their own practices, each a unique profit center within a corporation that is measured and valued daily. And each advisor’s shareholders are the families that have a stake in the relative success or failure of that advisor’s enterprise.
 Scores of ex-wirehouse managers and executives, still in their career primes, have spent years solving the problems of wealth management advisors and their clients. Now, fueled by some combination of desperation, anger, resolve and determination, these new entrepreneurs have created a unique model that appeals to a segment of dissatisfied wirehouse advisors searching for a new way to service their clients without big-firm compromises."Danny Sarch, president, Leitner Sarch Consultants |
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