We educate advisors on the latest trends, help them evaluate economic models, understand their enterprise value, and through a 7-step consulting process, create a personal roadmap of options they might never have considered otherwise. If they choose to move ahead, we tap into our unmatched network of connections built over 25 years in the industry, spanning Wirehouses, Banks, Regionals, Boutiques, Independents, RIAs, and Multi-Family Offices.
Curious about where, why, and how advisors like you are moving? Download the latest Advisor Transition Report to learn more, including intel on recruiting deals and our insight and analysis on the latest trends in the wealth management industry. Or if you’d like to talk, give us a call at 908-879-1002 or click here to contact us.