Whether you are looking to move to a national wirehouse firm or an independent or to anywhere within this spectrum, we will help position you so that you receive the most aggressive transition and compensation packages possible.
You recognize the risk involved in moving your practice to a new firm. You have worked hard to build your book; you know how difficult it is to open a new account and you feel the set back when an account is lost. This is a major decision in your business career.
We have been confidentially assisting financial advisors and branch managers evaluate their career opportunities for over a decade. There are different choices and options that are available to you. All moves have multiple issues, but you can minimize those issues.
From your initial interview until your last account has actually transferred, you will be guided through the process as we act as your agent, allowing you to focus on your client relationships and building your practice. All this, at no cost to you.
We stand alone in our credibility to facilitate, negotiate, and close the deal!
