Financial Advisor Questions
What can Willis Consulting do for me?
Why should I work with Willis?
We are experienced, discreet and have a meaningful track record of helping advisors find the “right financial firms” while striking the best deals.
What are the pros and cons of working with a fianacial advisor recruitment firm in representing my interests?
Avoid recruiting firms that try and sell you a solution. At Willis Consulting we take a consultative approach. We listen, learn, and then offer tailored suggestions to your unique circumstance.
If Willis Consulting is paid by the hiring firm, how can I be sure my best interests are represented fully?
We represent a large portfolio of firms spanning the financial service frontier. We focus on you and actually offer unlimited choices. Our exclusive goal is serving the financial advisor and his/her career goals.
Why shouldn’t I just explore opportunities with my contacts directly?
As a Financial Advisor, what options do I have?
- Bank Brokerage
- Independent Broker Dealer
- Hybrid RIA
Can Willis help me transition to an RIA? (Breakaway Broker)
What firms do Willis’ consultants work with?
We work with many great client firms. We represent clients in all three channels: Bank Brokerage, Wirehouse and Independent; call us to review our current client list.