On our first contact, we will spend time listening. We want to know about the client and product mix and the advisor’s vision for the future. We ask: What is working and what isn’t working in the current situation? Does the technology meet the practice’s needs? Does the home office offer the right kind of support?

Based on the initial interviews, we guide advisors in making an informed assessment of their options. What can they do to grow and achieve their stated goals? What do competitors offer and what are their pros and cons? The process is consultative and informational.

Once we have reviewed the options, we offer to make introductions to new firms, if that is the direction advisors select. We do this only with the advisors’ permission.

We will manage the pesky details of scheduling meetings, confirming with all parties the details. We also provide feedback to help everyone understand how conversations are progressing and help resolve any issues that may arise.

We quarterback a thorough review of prospective firms and business models. We are in regular contact with advisors at a variety of Wall Street firms and are constantly refining our knowledge of each firm’s platform capabilities.

We help advisors get better deals. That's because we constantly keep on top of trends in advisor recruiting packages. We use that knowledge to determine where firms can be pushed to deliver more. Our tactful but effective negotiation style has won us much praise from advisors over the years.

Based on the initial interviews, we guide advisors in making an informed assessment of their options. What can they do to grow and achieve their stated goals? What do competitors offer and what are their pros and cons? The process is consultative and informational.

We want to know about how the process worked and the level of satisfaction and happiness the advisors experience on making a critical career decision.