Will your clients
be well served?
Look closely at investment capabilities, lending, technology, service, and the day-to-day support your practice depends on.
FOR ADVISORS
Your business deserves a thoughtful next move.
Explore firms, economics, and opportunities with guidance built around your practice.
YOUR BUSINESS SETS THE AGENDA
A move should make sense
for the life you’re building.
You know your clients and your practice. My job is to understand what matters to you, narrow the field, and help you ask better questions before you decide.
Will your clients
What does the
whole offer mean?
Compare payout, transition terms, ongoing costs, and take-home over time. Put the headline number in context.
Can you build
on your terms?
Understand the operating model, culture, ownership opportunities, and room to grow before choosing your next firm.
EXPLORE THE LANDSCAPE
Your next chapter
has more than one path.
Evaluate the model that fits your priorities, clients, and appetite for running a business.
Wirehouse & national firms
Established platforms, broad resources, and institutional capabilities.
Regional firms
Explore different cultures, leadership structures, and approaches to advisor support.
Bank & trust
Consider integrated wealth, banking, and trust environments.
Independent & RIA
Weigh greater operating responsibility alongside flexibility and ownership potential.
A CLEAR PROCESS
From “what if”
to an informed decision.
You don’t need a resignation date to start. We can begin with a conversation about where you are and what you want to understand.
Define your priorities
Discuss your practice, clients, frustrations, and goals. Establish what a worthwhile move would need to deliver.
Explore the right firms
Build a focused set of options and coordinate introductions as you’re ready to take the next step.
Compare the details
Work through platform fit, economics, and transition terms. Identify the questions that need clear answers.
Make a considered move
If you decide to proceed, coordinate timing and next steps with the receiving firm and your professional advisers.
BEFORE WE SPEAK
A few things
you may be wondering.
Do I need to be ready to move?
No. An initial conversation can help you understand the landscape and decide whether exploring further is worth your time.
What will we discuss first?
Your current practice, what’s working, what you would change, and the priorities that would shape a potential move.
Who will I work with?
You’ll work directly with our recruiting and consulting team, with access to a broader network of current and former wholesalers, operations consultants, attorneys, and other industry specialists. We help connect you with relevant expertise as you evaluate firms and plan your next steps.
Let’s start a conversation.
Tell us what’s on your mind.