I'm driven to help advisors help others. To me, people who provide financial security for clients are among the most important professionals, along with doctors.
With 30 years of experience, I engage advisors about the direction of their practice. The "bad" news is there are so many BD and RIA options available today!
The good news is we conduct heavy due diligence and partner with firms who cater to your specific practice. I'm a servant and steward for you - a consumer rights activist at heart.
The decisions you make, from investments to custodial choices to associating with support firms, are all vital for the growth and success of your practice.
Education and networking are key to boosting your practice success and enjoyment. Benefit by learning from other advisors' perspectives about your BD (and others). These conversations can be a great time investment when focused on the right agenda, and often more effective when there's no sense of urgency.
I’m independent too. Our focus includes fiduciary treatment of your practice while you gain flexibility, surpass client expectations, and have fun again! These positive outcomes can lower recruiter compensation, so we experience fee compression like you.
My commitment begins with a discussion, and to be an ongoing resource as long as you want.