Learn why some of our advisors chose OneSeven as their RIA.
What are today's financial advisors looking for in an RIA?
More importantly, what makes an advisor decide it’s time to make a change?
In this video, Todd Resnick shares the trends he’s seeing across the industry and the qualities advisors consistently prioritize when evaluating an RIA partner—from greater independence and growth opportunities to personalized support and long-term partnership.
You’ll also hear directly from two advisors who made the transition to OneSeven: John Conry, Financial Advisor at MB Wealth Management Group James Selu, President of Palm Coast Wealth Management They share why they chose OneSeven, what stood out during their decision-making process, and how the partnership has helped support the next chapter of their businesses.
Whether you’re exploring independence, considering a new RIA, or simply interested in what advisors value most in today’s evolving wealth management landscape, this conversation provides valuable firsthand insights.