Olivia
Online
Jim
@jimalagna
Sr. Recruiting Specialist
Naperville
Joined January 2012
81 Following
52 Followers
185 Posts
Did you know that less than half of the top broker-dealer firms still follow the wirehouse model? More and more financial professionals are moving to independent-focused firms.
If you want to discuss more about making the switch from RIA to independent, shoot me a message!
Are you looking to switch things up? If you're considering a change in your professional life, send me a message. I'd be happy to talk to you about an opportunity to learn, grow, and be fulfilled.
Even if we haven't connected yet, please feel free to reach out!
It's never too early to think about succession. We want to help you realize the maximum value of your business and develop successful outcomes to determine your practice's worth, continue to increase its value, and evaluate potential suitors.
Switching a firm can be difficult - but it doesn't have to be. Benefit from a robust support network starting from day one. You're just a call away from learning how we can work together to navigate growth opportunities and overcome challenges.
Send me a message. Let's chat!
Who to follow
Brentwood Financial Advisors
@BrentwoodAdv
Cetera Wealth Services, LLC, Member FINRA/SIPC. We average over 30 years of experience understanding you and your family’s personal and financial goals.
Brian Klimke, CFA 
@btklimke
Brian Klimke is Chief Market Strategist at Cetera Investment Management (CIM) (@CeteraIM). CIM is owned by @CeteraFinancial
Did you know that less than half of the top broker-dealer firms still follow the wirehouse model? More and more financial professionals are moving to independent-focused firms.
If you want to discuss more about making the switch from RIA to independent, shoot me a message!
Switching a firm can be difficult - but it doesn't have to be. Benefit from a robust support network starting from day one. You're just a call away from learning how we can work together to navigate growth opportunities and overcome challenges.
Send me a message. Let'
Wishing you a bit of luck and good fortune today.
I want to wish you all a healthy and successful New Year!! I hope you achieve all of your goals and aspirations. Thank you for your partnership and friendship. We at Cetera Financial Specialists are looking forward to being your Wealth Hub of choice!
Wishing you and your family a happy, healthy and safe Thanksgiving holiday surrounded by your loved ones.
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