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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.
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 ...