The financial services profession is in a unique spot: financial advisors are leaving larger firms for independence to build firms that align with their values, lives, and best interests of their clients at the same time the majority of the profession is realizing they do not have succession plans in place and are entering the final stages of their career.

To say there is a lot of movement in the profession would be an understatement. Ryan Shanks, CEO and co-Founder of FA Match has a unique perspective as he spends his time acting as a fiduciary for financial advisors looking to join existing firms or the firms looking to hire.

He's seen it all--the good and bad and joins me for a conversation about how advisors can put themselves in the best position for success, whether they are joining or doing the hiring.