The Money, Balance, Joy Podcast
Our podcast was created because most non-financial and financial people don't have the fulfilling lives that they want and deserve. We have great guests thanks to the professional praise for my book on Amazon, "Money, Balance, Joy - Improving Your Life Story". Our guests can help you with one of three categories: 1. Money and Work; 2. Work/Life Balance; and 3. Joy and Happiness.
The Money, Balance, Joy Podcast
Advisors transitioning to the right firm
Our host, Mike Sakraida, wrote the highly acclaimed Money, Balance, Joy - Improving Your Life Story book on Amazon. Mark Elzweig, our guest, is one of the best independent financial advisor recruiters in the United States. You are a key part of our conversation, where: 1. You'll learn the four proven steps to join the right firm for you; 2. You'll be able to capitalize on the "sports agent" approach of an elite independent recruiter; and 3. Know the next steps to take, even if you're not currently looking to change firms.
Resources mentioned in the podcast: website (for info, sign up for newsletter, and read related articles); elzweig@elzweig.com (Share your situation, even if not looking, and hear his initial thoughts)
Ask Ategenos for advisor or advisor search help
moneybalancejoy.com
mike.s@fanresources.com
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