We provide solutions to financial advisors who are considering a move to another Broker Dealer Firm. The financial brokerage industry has undergone significant changes in the past few years.  We provide invaluable assistance & guidance for financial advisors who are searching to find a broker dealer firm.

The process of finding a new broker dealer firm is time consuming. We do all the research and engagement with firm recruiters to understand their respective value propositions, cultures, products, platforms, technology, and transition processes.

As the Financial Advisor Recruitment Firm, we act as the Financial Advisor’s “agent.” We sift through all of the information and help the financial advisor find the “best fit.” We determine your requirements and bring firms to you that will benefit your practice. We create a “market demand” for each financial advisor we represent, sometimes bringing as many as 5 Broker Dealer firms “to the table.” We also assist in buy/sell arrangements for financial advisor practices, acting as the middleman to match buyers and sellers of books.