Jeff Dekko, CFP®, Chief Executive Officer of Wealth Enhancement Group was featured by Wealth Management in “Breaking Away to an RIA: Opportunities and Obstacles.”
When it comes to what firms are looking for, each one is different. Wealth Enhancement Group, for instance, isn’t interested in advisors straight out of the wirehouses. On a different panel this week, WEG CEO Jeff Dekko said he prefers to acquire firms after they’ve already gone independent.
Access the full article authored by Ali Hibbs here.