Adam Torres and Gonen Ergas and Victor Wong explore career paths.
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Show Notes:
Financial advisors have many options when planning their careers. In this episode, Adam Torres and Gonen Ergas and Victor Wong, Cofounders at Advisor Search Partners, LLC, explore different career trajectories for financial advisors.
About Advisor Search Partners
Advisor Search Partners was founded with the objective to serve as a confidential conduit for top financial advisors & wealth management teams to a highly curated portfolio of industry-leading Boutiques, Regionals, & Hybrid Independent Models which provide dynamic opportunities to achieve the ultimate transition to scale, increase monetization of succession, and inorganic growth solutions. They aim to help demystify the challenges of achieving a seamless transition – Their goals are aligned in solving the best future for your legacy & client service capabilities.