Growing Your Business
Our Business Development & Recruiting team helps guide you through the due diligence process to choose the best partner for you and/or your program’s future success. Our Business Consulting team helps guide you towards a path of success by developing effective ways to enhance your business, grow revenue, attract new relationships, strengthen existing relationships and attract and retain top talent.
Business development & recruiting
We help give you the tools and resources you need to grow your book of business and recruit top talent. A few of the ways we proudlysupport you with business development:
- Broker-dealer due diligence
- Contract negotiations
- Conversion support from existing broker-dealer
- Onboarding assistance
- Designing compensation plans
- Dedicated team for recruiting support
Business consulting for independent advisors
We help guide you through the due diligence process to choose the best partner for you and your practice. A few of the ways we proudlysupport you in business consulting:
- Best practice/solution sharing
- Consultation & development of business and marketing plans
- Customized growth initiatives
- Analytics modeling
- Succession planning
- Office setup and staffing
Business consulting for institution partners
We help guide you through the due diligence process to choose the best partner for you and your program. A few of the ways we proudlysupport you in business consulting:
- Best practice/solution sharing
- Consultation on branch/advisor optimization strategies
- Customized growth initiatives
- Analytics modeling
- Business acquisition guidance