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Don’t Let the Changing Financial Services Landscape Undermine Your Success

You’ve built a successful business as a Financial Advisor helping your clients wade through dramatic changes in the markets and the way they invest their hard earned money. You’re a trusted advisor who knows your clients personally, including the names of their children and even their pets. You have earned their trust. Now the company that you have faithfully called home for so many years has changed the rules – new owners, new names, lowered payout grids, more complicated compliance demands. What happened to the good old days? We can’t turn back the clock.  However, we do have extensive experience in helping successful Financial Advisors, like yourself, navigate the muddy waters of the brokerage industry to find that perfect landing spot that you can call home once again. We would like to earn your trust.

We offer:
  • Comprehensive career counseling at no charge to you
  • Solid client relationships to leverage on your behalf
  • Guidance and counselling through the entire interview process
  • Insight into the pros and cons of wire houses, indies and boutiques
  • Experience negotiating compensation packages
  • Ongoing support after a move
Contact us today to schedule your initial consultation!single-puzzle-piece-a2.jpg