We help top wealth managers with mergers, acquisitions, and transitions. This video will cover, "what you must know when switching firms".
The market is at an all-time high, client assets are at an all-time high, transition packages are at an all-time high, should you explore your options? We help wealth advisors understand the different models available and explain the detailed economics of each. Contact Pete Secret @ 727.692.1985, the Founder and CEO of Spartan Advisory Partners, and a seasoned expert with 28+ years of experience working at JP Morgan and Morgan Stanley in the wealth management Industry.
This is video #2 (part 1) of an ongoing video series
Please visit www.spartan-advisory.com or call Pete @ 727.692.1985 to learn more.
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