FAQ
Common questions from advisors
Clarity before the conversation. Here are answers to the questions we're asked most often.
How are you compensated?
There is no direct cost to the advisor. When there is a successful fit, our fee is paid by the firm you choose. Being compensated by partner firms also allows us to remain involved throughout the process, including helping negotiate your transition compensation on your behalf.
Why work with you instead of going directly to firms?
We sit on the same side of the table as you. With decades of experience in advisor recruiting, we offer unbiased perspective across the marketplace, help you avoid common due-diligence pitfalls, and build a process that respects your time while making each conversation more effective.
What firms do you represent?
We work with high-quality firms that have differentiated value propositions. Every partner relationship begins with our own due diligence, so the firms we introduce you to reflect the values, ethics, resources, and infrastructure you should expect from a trusted partner.
What is your process?
It starts with understanding you, your practice, and your goals. From there, we recommend the business model, firm type, and affiliation we believe fits you best, coordinate focused meetings, and help you evaluate and negotiate any offers that follow.
How involved are you during the process?
As much or as little as you prefer. We can participate in every meeting or debrief with you afterwards. Either way, we are experienced in offer negotiations and in building a due-diligence path that respects your business and personal commitments.
I have a unique situation—can you help?
Most of our clients do. Because of our experience and the depth of our relationships, we often provide solutions to situations that require specific industry knowledge and careful judgment.
Is there a minimum to work with you?
We work with advisors across many situations and production levels. If we can add value to your career, we are happy to have the conversation.