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Next Gen Successors: You're Not as Stuck as You Think You Are

Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel hopeless. ....

Tom Lewis , Stevens Lee , Merrill Client Transition Program , Client Transition Program , Legacy Financial Advisor , Wells Fargo , Attorney Tom Lewis , Certified Civil Trial Attorney ,

Recruiter cites rumblings from Merrill advisers about Project Thunder

The common theme in Merrill advisers' comments is that despite Project Thunder, leadership is still disconnected from their real concerns. ....

United States , Andy Sieg , Tom Lewis , Stevens Lee , Merrill Lynch , Client Transition Program , Project Thunder , Wealth Management , Merrill One , Broker Recruiting ,

Merrill's Retire-in-Place Contracts Leave Advisors Stuck

Merrill’s Retire-in-Place Contracts Leave Senior Advisors in Golden Handcuffs
Advisors who accepted Merrill Lynch’s succession agreement are now realizing how stuck they really are serving as a cautionary tale for others nearing retirement.
As a recruiter, I’m invested in assuring advisors that they are never stuck because in a greatly expanded industry landscape with transition deals at high watermarks, it is more likely than ever before for someone to find a potentially better home for his business.
Yet there is one group of advisors that may truly be “stuck” those who signed onto a retire-in-place program like Merrill’s Client Transition Program (CTP). ....

Tom Lewis , Stevens Lee , Morgan Stanley , Merrill Client Transition Program , Client Transition Program , Board Certified Civil Trial Attorney , டோம் லெவிஸ் , ஸ்டீவன்ஸ் லீ , மோர்கன் ஸ்டான்லி , மெரில் வாடிக்கையாளர் மாற்றம் ப்ரோக்ர்யாம் , வாடிக்கையாளர் மாற்றம் ப்ரோக்ர்யாம் , பலகை சிஇஆர்டிஐஎஃப்ஐஇடி சிவில் சோதனை வழக்கறிஞர் ,