The same reason the most successful athletes, entertainers and business executives hire representation when considering a change in employment. They understand an experienced and successful “agent” will understand the entire landscape and will work on behalf of their “clients” best interests. The major difference in our industry is that this relationship does not cost the Advisor anything. In fact, just the opposite is true.

In addition, over the last decade an Advisors choices have increased dramatically. The trend has been for elite Wire House Teams to go independent or to broker friendly Regionals and Boutiques. The opportunities have never been better; however, it does add a level of complexity that we can help simplify.

Be aware, we still help many stay in the Wire House space. They are not all the same. 

We can do the exploring and heavy lifting while you continue to do what you do best; take great care of your clients.

Absolutely not. In fact, historically, when we are involved, the transition package is larger and can include items an advisor working alone may not know are available. The hiring firm pays any fees and understands the value an experienced recruiter brings to the process.

All deals are designed individually based on the profile of the candidate’s practice. They typically include a front- and back-end bonus. If you have specific questions, please feel free to call us in complete confidence. We have developed a matrix comparing offering incentives based on real life. This can be sent to you simply by asking.

No, we are independent recruiters. This structure allows us to first understand your business needs and goals and then match them with several suitable firms for you to consider.  As stated earlier, new models and channels to service your clients in addition to the more traditional choices are carefully analyzed and discussed with you. Our mission is to find the right firm for you.