Financial advisors don’t have a good, unbiased source of truth to learn about their current situation and what else is available at other firms. Unlike most advisor recruiting firms, we’re here to represent YOU.
We know it’s scary to shake something that you’ve built from the ground up. We'll help protect & build your personal brand loyalty. You don’t know what you don’t know about changing firms, which is why we’re here to help.
If you’re talking with another recruiter, chances are they’ll try setting up a meeting for you to talk with a new firm before ever getting to know you. Since we work as a consultant for our advisors, we can start working with you at any point in the process, whether you’ve already been in conversation with other Broker Dealers and RIAs or just starting to feel frustrated at your current firm. We tailor our process around your specific needs.
In his former position leading a segment of the recruiting and acquisitions group at Ameriprise Financial, Boston observed more than 1,500 transitions and complex deals. During this time, he was able to learn the necessary steps to ensure successful transitions and perhaps more importantly, avoid the potential pitfalls. He also learned that financial advisors and practices range in their needs and desires, and may find success in different avenues or partnering with different broker dealers. A process-driven guy, Boston has a hyper organized approach to tackling transitions to ensure important items don’t fall through the cracks. Well versed in the broker dealer industry, he can interpret the legal jargon, provide an expert opinion on differences between firms, and guide people to thoughtfully evaluate their options based on their unique goals.
A Bloomberg News journalist turned marketer, Traci is an expert at devising strategies that directly impact a client’s bottom line through engaging communications. She’s also a firm believer in the power of a story, and believes every person and business has a story to share- the key is understanding your audience and what’s at stake for them. Traci helps companies tap into the power of creative storytelling in multiple formats to boost motivation, operational excellence and retention of both employees and customers. Traci also leads a change communications firm, focused on acquisitions, reorganizations and changes in tools or systems.
Stephen is a sales rep turned inbound marketer, giving him a unique perspective on marketing-sales alignment and how marketing can best support a company’s sales efforts. Stephen also leads a marketing firm that is a certified HubSpot Partner Agency helping clients set up and optimize HubSpot’s tools to market better and sell more effectively and efficiently. His unique modernized approach to marketing and sales is a game changer for the financial services industry, helping advisory practices move beyond cookie cutter content and hand shaking at events, to be more digital and automated without losing personal touch.