What’s been peoples experiences getting recruited by LpL, RBC, or any other hybrid. Have you successfully transitioned your practice, and what did they offer for transition packages?

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Moved to the Raymond James independent channel 5 years ago. Great transition. Now have 50% more assets, 33% more production, half the number of households, and growing rapidly. Also launched a super-OSJ with a partner 18 months ago and we have helped advisors open 10 offices since that time. Bringing on another advisor in July. Happy to help and discuss further. Transition packages are determined by your production at previous firm. Also happy to discuss further.

Fell free to call me if you want to chat. Those two mentioned firms are very different! 205-218-6962

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