Frank and Rob dive into:
• Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth.
• How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform.
• How multi-custody and open architecture models can offer flexibility.
• Perspectives of some advisors that have experienced business growth after joining the firm.
• The role of private equity and its innovation in wealth management.
• How advisors may use niche marketing strategies and referral initiatives to identify opportunities.
Whether you’re exploring alternatives to a wirehouse or staying informed on industry developments, this conversation offers a practical look at the choices and trade-offs within today’s independent landscape.
Want to connect?
- Reach out to Frank directly at frank@eliteconsultingpartners.com or send him a DM on LinkedIn.
- You can also connect with Rob by emailing RSechan@NewEdgeCG.com or visiting his LinkedIn page.
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