Business Development, Recruiting & Business Consulting

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 proudly
support you with business development:

  • Broker-dealer due diligence
  • Contact 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 proudly
support 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 proudly
support you in business consulting:

  • Best practice/solution sharing
  • Consultation on branch/advisor optimization strategies
  • Customized growth initiatives
  • Analytics modeling
  • Business acquisition guidance

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