We Guide Financial Advisors to their Ideal Firm

OUR TEAM ASSISTS OVER 450 ADVISORS PER YEAR WITH THEIR TRANSITION TO A NEW BROKER-DEALER OR RIA

“The best time to plant a tree was 20 years ago. The second best time is now.”

~ Chinese Proverb

Curious what an offer would look like?

Request a Confidential Discovery Call

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Step 1:

Complete Contact Form

Whether you are actively looking to move now, or are just interested in checking the landscape, our team can answer all your questions. We are familiar with all compensation packages, up-front transition assistance offers, and the best broker-dealers and RIA’s. Filling out the information above will help us prepare more accurate information before giving you a call.

Step 2:

Confidential Discovery Call

During your confidential discovery call one of our industry leading consultants will answer your questions, give you the lay of the land, and ask key questions to identify what is important to you. We will discuss your wish list items, your non-starters, and talk about any challenges at your current broker-dealer. We understand that every Advisor or team has different hot buttons and each client needs something different. Our goal is to hit a home run with our first at-bat.

Step 3:

Select Ideal Broker-Dealer

We will present our top choice for you based on our conversation and research. This saves you countless hours spent on due diligence and “first dates” with firms that wouldn’t have been a match, and allows you to spend your valuable time where it should be spent; with your clients. We will give you an overview of the firm, explain why this is a match, and set up a meeting based on your availability with our partner at that firm.

Say hello to a
new way of better way of Consulting!

Our team is made up of the most respected and well-known recruiters and consultants in the industry and is growing all the time.

About Us…

We come to you where you are!

Sometimes you need to stop and take an objective view of your business life. Can you enhance the client experience? Gain greater control? Maximize the value of your businesses and optimize growth?

As one of the nation’s top recruiters for financial advisors, we’re known for helping advisors like you dig deep and find the answers to those questions and more. If you’re ready to make a change, or simply curious, allow us to provide you with unparalleled access to the universe of opportunities and customize a solution to your individual needs.

Our guidance is confidential, and without obligation or cost.

Our Value Proposition:
1. We save you time. 2. We often get you a better offer. 3. We make your transition easy. 4. There is no charge to you.

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What we do…

We take a unique approach when consulting financial advisors about transitioning to a new Broker-Dealer. Our goal is to understand your business goals, evaluate the best broker-dealer options, make the right introductions and help negotiate the best possible deal for you and your business. We will streamline your search, reduce time spent on due diligence, and eliminate the countless “first dates” you would have to endure by completing a search on your own. This allows you to save time that is better spent focusing on your agency and family life.

Why we are different:

We don’t just throw things against the wall in hopes something sticks. We take a tailored and targeted approach, and only submit over 90% of our clients to a single firm. We accomplish this by getting to know you and your needs, and putting time into finding the correct match on the first try. Your time is valuable.

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What you can expect…

We are a top-tier Advisor Consulting & Recruiting firm that partners with premier broker-dealers and RIA’s to help Financial Advisors find their ideal fit. We are currently seeing the most attractive up-front transition offers in many years. These opportunities come in various models and degrees of independence and are paired with a generous up-front transition assistance package, fantastic transition logistical support, and the guidance of our consultants as you make the move.

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