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When financial services firms expand into faceless behemoths, their corresponding service/support tend to plummet. The focus becomes attracting new advisors with large upfront checks and much less about investing in their current advisors’ experience.
Additionally, the larger the firm, the more your practice is required to fit in their increasingly restrictive “box,” allowing them to dictate what’s acceptable for you and your clients.
Similar to a factory plant, big firms strive to homogenize advisor practices to maintain order and control. You and your practice deserve a firm that offers some fresh air … an unbound, expansive environment in which to thrive.
– Michele Mandeville, Founder/President, PRISM Wealth Management Recruiting