Navigate your next move with Confidence.
Join other successful advisors in the Club of Independence!
Navigate your next move with Confidence.
Join other successful advisors in the Club of Independence!
Break-Away Advisor Consulting
Is it time to explore other options?
We guide advisors in charting the best course to their ideal practice -- to another wirehouse or bank, or an independent boutique, or registered investment advisor (RIA) platform.
There is no fee to the advisor for this service. We are paid by the firms in which advisors are placed.
Buy, Sell or Merge a Practice
Whether you're a few years from retirement or in a growth mode, we have an extensive network of potential buyers and sellers -- from private equity to RIA aggregators, to broker dealers -- with generous book-buying programs.
There is no cost to sell a book, but for buying or merging, the fee for this service is customized for each transaction and may be shared between buyer and seller.
Contingency Contracts for Firms
Contingency Contracts for Firms
We recruit for over 50 firms, including broker-dealers, boutiques, RIAs, and custodians. Our contingency agreements with wealth management firms are success-based—we earn our fee only when your firm hires one of our candidates, not just for making introductions.
To ensure we introduce advisors to the firms that are the best fit, we do not operate on a retainer basis.
Why Club Level Consulting
Choosing the right firm is one of the most important decisions you'll face in your career, but...
For many advisors, this can feel like uncharted territory. However, when you choose to work with us, we will dedicate significant time to understand you, your ideal business, and your goals. We’ll ask challenging questions and provide clear answers that are essential for your business's success. By partnering with us, you'll gain the knowledge to:
- Ask the right questions
- Save time and energy
- Narrow down your options
- Negotiate the best deal
- Select the right fit
Importantly, we don’t represent just one or a few firms; we work with 50+ wealth management firms - wires, IBDs, boutiques and RIAs - each offering unique value propositions. Once we identify your "must haves" from your "nice to haves," we can collaboratively narrow down the options to the firms that will best serve you, your clients, and your team.
How it works
1) PLAN YOUR JOURNEY
4) NEGOTIATE BEST TERMS
1) PLAN YOUR JOURNEY
We first take time to get to know you—your goals, needs, and wants. What does your ideal practice look like?
We then educate you on the industry landscape and your options, and help you map out the best course based on your timeline.
2) MAP YOUR COURSE
4) NEGOTIATE BEST TERMS
1) PLAN YOUR JOURNEY
We work together to narrow down the list of hundreds of options to only the most promising opportunities that align with your vision.
Only then can we assess key factors like culture, compensation, growth opportunities and support systems.
3) AVOID HAZARDS
4) NEGOTIATE BEST TERMS
4) NEGOTIATE BEST TERMS
With expert guidance, you’ll gain a solid foundation, ensuring you remain steady and confident as you ask the right questions.
We help you steer clear of hidden hazards along your journey, saving you time and energy so that you can devote this time to running your practice.
4) NEGOTIATE BEST TERMS
4) NEGOTIATE BEST TERMS
4) NEGOTIATE BEST TERMS
We assist you in negotiating the best terms by acting as your trusted guide throughout the entire process.
From compensation packages and benefits to transition support and long-term incentives, we ensure that every detail is aligned with your professional goals and personal needs.
