Next Gen, Now | Breakaway Advisor Perspectives
For wealth professionals thinking about advisor career moves, it offers a short set of questions used to evaluate a firm beyond the immediate role.
Summary
By the ria m&a deskThe video presents a next-generation advisor, Noel, describing how prior experience with different wealth management models shaped what she wanted from a new firm. She lists questions on mentorship, resources, building a book of business, having a voice and stake, and long-term career fit. The description says she found those criteria met at Cresset.
- Noel had already experienced different wealth management models before considering her next firm.
- She focused on who she would learn from and build alongside.
- She asked whether she would have the resources to serve clients the way she wanted and how she would grow her own book of business.
- She also weighed having a voice and stake in the firm and being able to see herself there for the long term.
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