Mike Hlavek is the Chief Operating Officer and Founding Partner of Concurrent Advisors, an advisor-owned partnership of independent advisors affiliated with Raymond James Financial Services, Inc., who work together to realize a common vision of creating a superior client experience while growing their own practices.
In this episode of Permission to Succeed, he and Doug Heikkinen discuss why Mike created Concurrent and what is driving the amazing growth of their collaborative network of advisors. They also discuss:
- How the Concurrent model supports its advisors’ businesses
- Why we are seeing so many advisors moving seats and/or breaking away this year
- Three things advisors should consider as they start the process of breaking away
- Mike’s advice for anyone starting out on their own
Raymond James is not affiliated with and does not endorse the opinions or services of Permission to Succeed or Doug Heikkinen. Opinions expressed in this podcast are those of the speaker and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice.