You have decided to move on. So how are you going to protect yourself and this business you've spent your life building? And how are you going to score the best deal?

First of all, target your efforts to a firm that is going to meet your personal and financial needs. If you're seeking greater independence, don't look for a deal at a wirehouse. If you want the biggest deal, don't bother interviewing at an RIA. Different firms offer different value propositions. You need to be realistic about what you want, what you offer and what will make or break your long-term career satisfaction.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access