Consulting - Build the business you've always wanted.
I help established financial advisors and teams evaluate the best channels and firms so they can run the business they envision.
The Problem
Many driven, entrepreneurial advisors stay too long at firms that no longer support their needs.
The result is that their ability to design and build their best practice is ultimately stifled.
You've worked hard to build your practice. You deserve a firm that supports your vision—not one that limits it.
What I Do
I guide sophisticated advisors as they think through whether their current firm is the best fit for their practice.
I provide clarifying frameworks and insights for evaluating channels. When the time is right, I introduce advisors to firms that match their needs—before they make the transition.
This isn't about selling you on a move. It's about helping you make the right decision for your practice and your clients.
The Process
A structured approach to evaluating your options.
1. Discover — Understanding Your Practice
I start by understanding your team, your current practice, and your vision for the future. We establish what success looks like for you and align on the metrics that matter most.
2. Introduce — Exploring Your Options
I provide organized information about firms across the industry, including RIA support services across various channels. You get a clear picture of what's available—without the sales pressure.
3. Evaluate — Structuring Your Decision
Using my recruitment experience, I help you assess firms across three critical dimensions: infrastructure support, firm culture, and financial value. You make the decision with clarity and confidence.
Transition Consulting
I work with advisors confidentially to explore their options and find the right fit. This isn't about selling you on a move—it's about helping you make the right decision for your practice and your clients.
What's included
- Comprehensive practice assessment
- Channel and firm evaluation framework
- Introduction to matching firms
- Confidential and no-pressure process
Investment
Freeconsultation
Schedule a conversationNo commitment required. Let's explore whether a transition makes sense for you.