Jon Henschen's guest appearances

Jon Henschen

Financial Advisor Success

Jason Zweig

Roger Whitney

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

OwlTail

My guest on today’s podcast shares my philosophy that the industry could use a little more transparency when it comes to broker-dealers, and he is working to make that happen. Jon Henschen is the president of Henschen &amp; Associates, a recruiting firm that specializes in helping advisors find and match themselves to the right independent broker-dealer when making the switch to a new platform. In a segment of the industry that historically has thrived by keeping much of its compensation hidden with back-end commissions and markups, Jon’s willingness to be transparent is refreshing, to say the least. In this episode, he talks in depth about what advisors should know about the broker-dealer landscape these days. Listen in to learn how the independent broker-dealer recruiting model works, the differences in dynamic between larger and smaller firms, and what advisors need to know in order to pick the right broker-dealer for them. For show notes and more visit: https://www.kitces.com/83

My guest on today’s podcast shares my philosophy that the industry could use a little more transparency when it comes to broker-dealers, and he is working to make that happen. Jon Henschen is the president of Henschen &amp; Associates, a recruiting firm that specializes in helping advisors find and match themselves to the right independent broker-dealer when making the switch to a new platform. In a segment of the industry that historically has thrived by keeping much of its compensation hidden with back-end commissions and markups, Jon’s willingness to be transparent is refreshing, to say the least. In this episode, he talks in depth about what advisors should know about the broker-dealer landscape these days. Listen in to learn how the independent broker-dealer recruiting model works, the differences in dynamic between larger and smaller firms, and what advisors need to know in order to pick the right broker-dealer for them. For show notes and more visit: <a href="https://www.kitces.com/83" rel="nofollow" target="_blank">https://www.kitces.com/83</a>

Ep 083: Switching To The Right Independent Broker-Dealer By Understanding Its Profit Centers With Jon Henschen