At a time when many other advisors would be focused on retirement, this senior advisor and his team took “the road less traveled” in order to better serve their clients and business
Why would Herman Rij , a 70 year-old “lifer” from Merrill Lynch , choose to leave his home of nearly 4 decades to face the uncertainty of a move to independence? And how could he and his team justify walking away from their deferred comp – into the “unknown” – that is, by starting an independent practice from scratch?
To answer those questions and more, Mindy is joined by Jason Cort , President of Quadrant Private Wealth . Learn how he and 3 other Merrill advisors, including Herm who is now-Chairman of Quadrant, made the leap to independence back in 2014 with the help of Focus Financial Partners .
Related: Do the Economics of a Move to Independence Really Add Up?
In this episode, Jason will talk about what compelled their move to independence, as well as:
So join Mindy as she and Jason discuss how the team built Quadrant “brick by brick,” just 8 floors above their old office but light years above their former practice.