When you are in negotiations with a potential new firm partner, it is easy to get enamored with the big numbers a firm may present as part of your transition package. While on the surface the number may seem like a dream come true, it’s important to peel back the curtain and find out the specifics of what your offer number is comprised of and what that ultimately means for your NET income. In this episode of the ‘Financial Advisor’s Advisor’, Elite Consulting Partners CEO Frank LaRosa does just that by diving deep into what comprises the financial components of transition offers and the potential income implications for advisors considering a move.
Ep. 5: It’s All About The Net
