Services for Advisors

Financial advisors are searching for ways to enhance the client experience, gain greater control maximize the value of their businesses, and optimize their growth.  These key challenges are being voiced by advisors and independent business owners alike as they navigate a rapidly changing and increasingly complex industry environment.

In order to make the best choice for yourself and your clients, you need an unbiased advocate with unmatched intelligence on the landscape and industry trends.  Our principals have the track record of success in helping advisors to find the right opportunity, not simply the most obvious solution.  For over 10 years, and with deep and longstanding relationships with firms across the landscape, we have been the trusted partner of top advisors and business owners across the country.

How we work:

  • It’s about YOU. We learn about your business, your short and long term goals, what you like about where you are, what is frustrating you, and where you see yourself next.
  • Then, only after we fully understand your needs and priorities, will we create a customized solution set – opportunities that best suit you – to achieve your goals, financial expectations and career gratification.
  • We relieve you of the full time effort required to search for your next opportunity, and streamline what can be an overwhelming process.
  • We remain actively involved in the process as your advocate, partner and guide.
  • You do not make any monetary investment to work with us – nor do we accept retainer payments. We are only compensated when an advisor is successfully placed, and the hiring firm pays our fee (with no negative impact on the “deal” you receive).
  • Regardless of whether you ultimately make a move, you can rely on our comprehensive follow-through to help you make the right decisions.
  • Our discretion and the protection of your confidentiality is our absolute commitment to you.

If you’re ready to make a change, or simply curious about what your options are, please contact a Financial Search Consultant today. Our guidance & expertise is extremely confidential and at no cost to the Advisor.