Solutions

Discovery & Option Analyzation

 

  • Exclusive services provided to the most senior Advisors

  • Dedicated immersion session to better understand goals and priorities focus engagement to the most appealing opportunities

  • Focus on ensuring a strong cultural compatibility

  • Assessment of all the options, not just the obvious

  • Detailed proposal on recommended placement options

Introductions & Deal Negotiation

 

  • Access to network of senior management and deal makers at the largest financial institutions based on my connections over 30 years

  • Deep dive profile creation and consulting to increase advisor’s appeal to the targeted institution

  • Introduction to the firm and Management and coordination of all introductory conversations

  • Available participation in conversations as desired

Packaging & Coordination

 

  • Proven strong negotiation of the best possible transition package

  • Individualized advocation on sensitive topics

  • Proven to ensure you are only shown the best deal

  • Greatest advantage achieved when advisor’s perceived priority is culture, clients advantage, and firm product. Let us actively battle for the best transition package on your behalf, without compromising this perception by self-negotiating for oneself

  • Expert knowledge parameters and boundaries of the deal structure, as I created these transition packages for multiple firms

  • Utilization of our “Real Benefit” proprietary program for true deal analyzation benefit over the time period & compares offers equally

Closing the Deal

 

  • Guidance and personalized recommendations to ensure final decisions align to initial findings in the discovery process

  • Access to network of top Advisors we placed or represent at the firms you are considering for consult and advice on their experience there

  • Lead on best negotiation and finalization of contracts and side letters to ensure airtight career move

  • Top legal and tax referral & access who we have utilized for years, minimizing the stress of the unknown

Transition

 

  • 24/7 access and guidance throughout the transition process

  • Increased chance of successful transition based on experience and tactical techniques

  • Coordination and tracking of guarantees promised during the transition process from the firm

Post-transition

 

  • Dedicated support to ensure the firm is keeping to the agreement

  • Available to provide existing book advice based on historical knowledge of placing, transitioning and managing the industry’s most significant advisors to achieve success and seeing various patterns of the ultra successful to help further grow your franchise

  • Continued contact and concierge services as needed providing lifetime support, we are your Agent