So are all wirehouses really the same these days? Similar, but not exactly the same, according to Todd Forman and Evan Steinberg, advisors at Morgan Stanley Smith Barney.
The two sat down with recruiters Mindy Diamond and Howard Diamond of Diamond Consultants to talk about their career paths and their move to MSSB, which happened on a Friday, the 13th. But, it's been good luck ever since. Steinberg and Forman are lawyers by training, and the decisions that led them on a path that culminated in their billion-dollar team moving have been varied and complex. Some decisions were years in the making, while some were as sudden as the financial meltdown in 2008. They lay it all out in this month's cover story: from the hardest part about moving, to the ever-present fear that some good accounts won't make the move, to those accounts that they would just as soon leave behind. They try to assess their current situation with the benefit of hindsight. In this no-holds-barred interview with the recruiters who helped them move, Forman and Steinberg discuss the ways they gauged potential new firms, and how they conveyed the value of the change to their clients.
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