Innovative partners work for you

STEP ONE

Discovery meeting. We discuss what's working and what's not. Reviewing your practice at a deeper level should lead to better client and team experiences. We share how successful practices are structured and focused.

STEP TWO

You review innovative partner models and service providers who align well with your practice metrics. This is critical. We first help you with the best model, focusing on where your practice is positioned today, and where you envision it 5-10 years later.

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STEP THREE

You receive follow up information. Review qualified options and choose introductions.

STEP FOUR

We schedule and attend initial IBD and RIA partner meetings, and remain as active in the process as you want- we stay in contact until you are comfortable with a decision.