Business Development, Recruiting, & Consulting
Sailing requires a well-coordinated crew with clear communication and strong leadership to keep the boat on course. Together, we develop strategies, identify client opportunities, and adjust the sails based on market conditions.
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 give you the tools and resources you need to grow your book of business and recruit top talent. A few of the ways:
- Broker-dealer due diligence
- Contract negotiations
- Conversion support from existing broker-dealer
- Onboarding assistance
- Designing compensation plans
- Dedicated team for recruiting support
for independent advisors
We help guide you through the due diligence process to choose the best partner for you and your practice.
- Best practice/solution sharing
- Consultation & development of business and marketing plans
- Customized growth initiatives
- Analytics modeling
- Succession planning
- Office setup and staffing
for institution advisors
We serve as your strategic partner throughout the due diligence process, helping you evaluate and select the best fit for your goals and your program.
- Best practice/solution sharing
- Consultation on branch/advisor optimization strategies
- Customized growth initiatives
- Analytics modeling
- Business acquisition guidance
- Marketing strategies and collaboration
