Investment Advisors – Are you considering changing firms?
♦ Because you are operating below the ever-rising production and asset bar imposed by your firm?
♦ Because the costs attached to an ever-falling payout are becoming too painful?
♦ Because your firm’s stability and direction are “in question”?
♦ Because corporate compliance has become an overbearing issue?
We offer you…
♦ A thorough knowledge and examination of the marketplace – what opportunities are best suited to your business and current intelligence on the major players, their payout grids, policies and product offerings
♦ An examination of your business model and how your profile and history fit into your work environment
♦ An examination of your net worth in the marketplace and what values will be assigned to your revenue and asset make-up
♦ A realistic assessment of the why’s and wherefore’s of your decision and how to fulfil your objectives
♦ Hands-on assistance during the entire negotiation process including contract verification and vetting. We will help you navigate through the transition process.