Services

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Recruiting

Our Recruiting Life Cycle approach results in a sustained, positive Client/Advisor Experience. From qualifying top advisors to negotiating complex deals to support post on-boarding, our guidance and expertise ensures every facet of the recruiting process is executed professionally and expeditiously. An advisor move is a reflection of our work, and we are committed to getting it right.

Marketing

Consulting on targeted local/national Marketing Campaigns, creating content and outreach materials, as well as implementing effective drip strategies, dramatically enhances our clients' visibility and advisor interest. We have vast, on-the-pulse knowledge of the rapidly changing Financial Services landscape, and use that to help clients message and win.

Transitions

We offer expertise in coordinating Transition best practices, refining all aspects of the process to ensure efficient, safe passage for on-boarding advisors.  Knowing how to advise clients and advisors through the critical transition period is imperative to both the advisor's and client's long-term success.

Legal

Our experience in partnering with leading Securities attorneys to protect/defend clients and advisors with transitions is of inestimable value. In an evolving Financial Services industry, actively exploring and preparing for all areas of potential legal issues is essential.

                                                                                      

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