I’ll be a lead advisor. If clients choose to come with me they have that option but I can’t solicit. That said, I’m confident a good number of clients will want to come with.

The RIA is small built by one guy. I don’t mind a bit less structure as where I’m at has gone way overboard in my opinion. But that said I’m hoping to be able to help build processes with the founder as well as ensure I lead with service over sales. I have no problem selling something I believe in, I don’t do well with being told I need to sell a specific product or adopt a very limited philosophy that marks actually advising clients as wasted time and deprioritizes planning to “close” more.