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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Jul 31, 2018

My guest on today’s podcast shares my philosophy that the industry could use a little more transparency when it comes to broker-dealers, and he is working to make that happen. Jon Henschen is the president of Henschen & Associates, a recruiting firm that specializes in helping advisors find and match themselves to the right independent broker-dealer when making the switch to a new platform. In a segment of the industry that historically has thrived by keeping much of its compensation hidden with back-end commissions and markups, Jon’s willingness to be transparent is refreshing, to say the least.

In this episode, he talks in depth about what advisors should know about the broker-dealer landscape these days. Listen in to learn how the independent broker-dealer recruiting model works, the differences in dynamic between larger and smaller firms, and what advisors need to know in order to pick the right broker-dealer for them.

For show notes and more visit: https://www.kitces.com/83

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