We are at no direct cost to the advisor. Our fee is paid by the firm that is ultimately found to be your perfect fit if we make the introduction. While the introduction makes it possible for our fee to be paid, it also allows us to be more involved in the process from a partner firm standpoint, including assisting in transition compensation negotiations.

We have decades of experience in financial advisor recruiting. We sit on the same side of the table as you, so we are able to provide you with unbiased advice on the entire marketplace and help you avoid common mistakes advisors make during their due diligence process. We build you a process that will dramatically reduce the time you spend on your due diligence process while making it much more effective.

We are able to assist you in negotiating not only your upfront transition compensation but long term economics and soft dollar costs. Our recommendations are aligned with the firm’s business model that will best complement your business and goals.

We work with high-quality firms with differentiated value propositions. We start every potential partner firm relationship with a due diligence process. Our process makes certain the firms we introduce you to follow the same values and ethics we expect to be upheld in this industry, while providing you with robust resources and infrastructure to ensure continued success in your career.

Our process starts with understanding you, your practice, and your goals. Once we have established what is important to you, we make recommendations on which business model, firm type, and affiliation would be the best fit for you.

This is completely up to you. We’re happy to be involved in every meeting if you prefer, or debrief with you after each recommendation. We’re experts in offer negotiations and building you a due diligence process that gets you to the right firm while maintaining your business and personal commitments.

The majority of our clients have unique situations. Because of industry experience and deep relationships we’re able to provide solutions that require industry expertise and experience that set us apart from other firms.

We work with advisors from all over the industry, in all kinds of situations, with all levels of production. If we can provide value to you and your career, we will work with you.