Recruiting deals have always included a dollop of complexity -- front-end and back end bonuses, as well as programs to address the thorny issue of unvested deferred compensation.

In the world of independents, the complexity is even deeper: Not all payouts are created equal. As I wrote in a column for ThinkAdvisor, two advisors on 90% payouts at different firms can have vastly different net payouts. Read here to learn more.

Advisors who are considering independence or who already are independent might want to consider how to choose a business model that makes their practices more valuable.
Read our On Wall Street piece to find out how.

As always, feel free to forward this newsletter and let me know what's on your mind.

Sincerely,


Mark Elzweig
Deals Holding Steady in Second Quarter
    







We are maintaining the Elzweig Deal Forecast at three out of a possible five suns, unchanged from last month and up from just one sun late last year. W irehouse and regional firm packages are ramping up recruiting after a temporary freeze, the result of confusion surrounding the fiduciary rule. Now brokerages have a plan of attack and are back to wooing talent. Advisors have paused to survey the landscape; we expect activity to pick up later this quarter.

More on that in my post over at  Seeking Alpha .



The Elzweig Deal Countdown Timer
Ever wondered how many years, months, days, hours and seconds are left on your deal? You don't need to wonder anymore. Introducing, the Elzweig Deal Countdown Timer. Just put in your start date and end date, and the timer will tell you precisely how much time is left on your contract.

Click here to download this handy widget to your desktop.

Do You Have a Succession Plan?
Thinking of selling your practice? Let's talk Happy Thanksgiving!

We can help you put together a customized succession planning program that meets your needs. Read more here.
Spring is inching its way forward. Time to think about summer vacation and plan for the fall. What's in your future?.
 
Photo by
Follow me on Twitter