About This Episode

The most consequential decision an advisor will face is transitioning to a new firm partner. It will affect the products they can sell, the service their clients will receive, the support they will have in running their practice, and ultimately how they will be compensated. My guest today will discuss how those transitions are being navigated by advisors who are seeking better outcomes for their clients.

About Our Guest

Becca Hajjar joined the Commonwealth Financial Network Field Development and Transition team in June 2000. Over that time, she has worked with new advisors to ensure a smooth and seamless transition, helped Commonwealth grow by attracting the right advisors, and led her team members in doing the same. As a managing principal and chief business development officer, she leads Commonwealth’s Field Development team and sets the strategic direction for the entire advisor recruitment and onboarding experience. Becca serves as a liaison between Commonwealth and prospective advisors, sharing her extensive knowledge and giving them a detailed understanding of what makes Commonwealth a unique RIA–broker/dealer.

Show Notes

Here is a link to the Commonwealth Financial Network website.

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