So you have decided to explore a professional move or change of affiliation. You’ve done your due diligence and looked at several firms you believe will help support the growth of your business and help take your practice to the next level. You’ve trimmed your list down to four or five firms and have initial discussions with each firm’s representatives.

Now it’s time for you to meet with a recruiter face-to-face. Do you know the appropriate questions to ask to make sure you are capitalizing on this meeting and determining the right fit for your practice?

Here are 11 important questions to ask a recruiter:

  • Who Owns the Firm? – This is one of the first questions you should be asking because it’s important to get an understanding of where the firm’s revenue comes from. Are there propriety requirements? Will I be required to sell certain in-house products? If so, what are these products and what are the fees for my clients? Once I determine how the firm makes money and its overall objectivity, I will have a much better idea of what that will mean for myself and my clients.