Our Guarantee


We work with our clients and/or our network of partners to find the perfect fit, we call it Fit360°.


Here’s how we do it.

  • We are an independent recruiting and consulting firm. We are not beholden to anyone.
  • We work with only the best firms and we know each of them intimately.
  • We have vast industry experience as an advisor, wholesaler and director of recruiting.
  • We have a thoughtful and detailed discovery process aimed at uncovering issues and opportunities that you might not have considered before. It’s an enlightening and highly regarded part of our process.
  • We have our finger on the pulse of the industry; we have a keen sense of roles and opportunities in this industry now and five years down the road.
  • We are comfortable advising advisors and/or firms that the best move is no move at all. We’ve said “stay where you are at” plenty of times. On most occasions we’ve helped advisors or firms improve the “status quo” now that they have more clarity as to what’s not working for them.
  • We know how to negotiate the best deal for you. We know what the best deals are and how you can get yours.
  • We know the right questions and how to get the right answers; we’ll save you a hundred hours in your search – at least.
  • Perhaps most importantly, we’ll keep you from doing the wrong deal!

Considering a Broker Dealer Change? 7 Critical Details

This document is about deciding whether or not a Broker/Dealer move makes sense for you.


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Advisor Transition Readiness
Merger & Acquisition Readiness for Boutique Broker Dealers
Recruiting Readiness for BDs, RIAs & OSJs