A clear, unbiased process for one of the biggest decisions of your career

A

clear, unbiased

process for one of the biggest decisions of your career

Most advisors don’t struggle with whether to make a move.
They struggle with where to start, who to trust and how to avoid getting it wrong.

My role is simple: to walk with you through the process, remove noise and pressure, and help you make a confident, well-informed decision on your timeline.

1. Education

We start by giving you high-level education on the 100’s of different affiliation models and offerings out there in the marketplace.

2. Curation

Based on your wants, needs, and business characteristics, we narrow down the universe of hundreds of options into a manageable few.

3. Advocacy

I’m with you throughout the whole process, to answer questions, avoid mistakes, and be your unbiased soundboard.

4. Negotiation

When you’re down to one or two finalists, I help you maximize your offer based off on what’s important to you to get the best possible start at your new firm.

Ready to start?

If you’re standing at the edge of the bridge, you don’t have to figure it out alone.

I offer a complimentary conversation to help you understand what crossing to independence really involves, and whether it’s the right move for you.

Your search will always be treated with 100% confidentiality.

Insights and Tips

You don’t cross the bridge alone. We walk it together, every step of the way.

Can Financial Advisors Transition Firms Without Help?

The Four Components of a Recruiting Deal That You Need to Understand

How Do I Find The Right Firm?

The Most Important Questions to Ask to Ensure a Great Transition

What Are My Independent Options?

5 Misconceptions about Transitioning to Independent

Firm Transitions Podcast

Changing Firms — Will My Clients Will Come With Me?

What Financial Advisors Should Expect From the First Call

When Should You Call a Recruiter?

“Cruise Control” Wasn’t Enough for This Edward Jones Advisor

The Actual Payout Independent Advisors Take Home

The Questions Financial Advisors Are Always Asking—My Guidance

Frequently Asked Questions

How do I know if it’s the right time to consider a move?

You don’t know if it’s the right time until you get the right information. Advisors don’t just take a blind leap of faith, they get the information they need to make this decision for themselves. Our firm has most likely helped many advisors from you firm and can help you understand what you would be gaining by moving or leaving behind so you can make a smart decision.

What usually causes advisors to regret a transition?

Making an emotional decision or one based off economics almost always leads to mistakes. Moving firms can be very emotional and many advisors are in a prime position to make a decision off of emotions and not logic. Having an objective soundboard like myself can help you stay you stay focused on things that are important to you and not be strayed by shiny objects or things that aren’t relevant to you long term success.

Can I explore my options without committing to anything?

Yes! There is not commitment whatsoever. Whenever you want to stop working together or speaking to different firms, we can simply just postpone the search. There is no contract when working with me.

What if I’m just curious and not ready to move?

This is how many of my relationships have started. I have been working with some advisor for 10+ years educating them on the exponentially changing marketplace with no expectations. The smartest advisors in the industry are always looking for the next competitive edge from a tools, technology, and resources standpoint.

What does the advisor transition process actually look like?

It all starts with an initial phone call to learn more about you, the characteristics of your business, and what your goals, wants and needs are. If you don’t know the answers to these questions yet, its ok. I can educate you on industry offerings to help identify your wish list.