Making Advisors Wealthy

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.

MISSION

To grow advisor wealth by providing access to and facilitating value-creating partnerships and deals.

For established Financial Advisors
Advisor and book transitions
Maximize career wealth
Discrete processes
Across Canada

Advisor Hunt

The evolving financial services industry offers great opportunity to established advisors. Demands for differentiation, strong results and extra services provide advisors across the full industry spectrum the ability to leverage competitive advantages well beyond the standard fare.

From superior dealers that differentiate and provide a first class client experience, to optimal successions driven by client satisfaction and retention, there are material opportunities for established financial advisors to grow their career wealth.

Advisor Hunt. Be Deliberate.

The Evolving Industry

ADVISOR CHALLENGES:

Self-serve, commoditization

Better-informed investors

AI / Robo client cannibalization

Growth of mega teams

Margin squeeze via technology

ADVISOR OPPORTUNITIES:

Value-added, differentiation
Better-equipped advisors
AI / Robo enhanced relationships
Growth of premium services
Margin growth via value added

Advisor Hunt is for Financial Advisors. We hunt for established advisors seeking to maximize their career wealth.

DEALER HUNT

Career Progression Advisors

Advisors seeking differentiation
Advisors fearing commoditization
Advisors fearing Robo / AI
Advisors frustrated with compliance
Advisors tired of ‘just OK’

Advisors seeking better

SUCCESSION HUNT

Buying Advisors

Entrepreneurial
Growth mindset
Ability to rapidly scale
Bankable
Supportive dealer and systems

Advisors seeking growth

Selling Advisors

Advisors with no succession plan
Advisors unsure of best approach
Advisors seeking alternatives
Advisors wanting a better deal
Advisors wanting help

Advisors seeking succession

DEALER HUNT

Making Advisors Wealthy

As the financial services industry continues to consolidate, commoditize and digitize, we ask ourselves:

Does my dealer differentiate me?
Does my dealer increase my competitiveness?
Does my dealer minimize my admin and compliance burden?

The most important career decision next to becoming an advisor is dealer choice.
Be Deliberate.

Our Dealer Shelf includes dealers that provide ways for advisors to differentiate, that provide access to non-commoditized investments, that deliver a superior client experience through advanced technology and unique resources, or are otherwise 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.

Advisor Hunt. Be Deliberate.

SUCCESSION HUNT

Making Advisors Wealthy

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 transaction model used by the world’s leading investment banks when selling important businesses and assets.

An optimal succession retains satisfied clients while growing the wealth of both selling and buying advisors.

Advisor 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.