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CLOSEHighly satisfied clients drive advisor career wealth, leveraged by dealer strength, practice growth and an optimal succession. Ready to maximize your career wealth?
Advisor Hunt. Be Deliberate.
To maximize advisor career wealth by providing access to and facilitating value-creating partnerships and deals.
The evolving financial services industry offers abundant opportunity to established advisors. Client demands for differentiation, strong results and value added services provide astute advisors the ability to increase their competitive advantage well beyond industry norms.
From upgrading to a superior dealer that differentiates and provides a first class client experience, to executing an optimal succession driven by client satisfaction and retention, there is tremendous opportunity for established financial advisors to grow their career wealth.
Advisor Hunt. Be Deliberate.
Self-serve, commoditization
Better-informed investors
AI / Robo client cannibalization
Growth of mega teams
Margin squeeze via technology
Advisor Hunt is a structured service dedicated to Financial Advisors. We hunt for established advisors seeking to maximize their career wealth.
The most important career decision next to becoming an advisor is dealer choice.
Be Deliberate.
Our Dealer Shelf is exclusively for dealers that provide a platform for advisors to differentiate themselves, that provide access to non-commoditized investments, that deliver a superior client experience through advanced technology and unique resources, and are positioned to maximize advisor career wealth. We are deliberate in supporting dealers that have a compelling story and are set up to thrive and build wealth in the evolving financial services industry.
Advisor career wealth is greatly influenced by dealer strength. In fact the most important career decision next to becoming an advisor is dealer choice.
Dealer Hunt. Be Deliberate.
We match selling advisors with established buying advisors who are not only a match in investment style, but who are also qualified to acquire and retain important relationships, often decades in the making.
We employ a deal process called Targeted Solicitation, the same process used by the world’s leading investment banks.
An optimal succession retains satisfied clients while growing the wealth of both selling and buying advisors.
Succession Hunt. Be Deliberate.
An optimal succession retains satisfied clients while growing the wealth of both selling and buying advisors.
Be Deliberate.
If you would like to know more, please call us.
Advisor Hunt. Be Deliberate.