Build the Right Solution
for Your Business
Step One
A Conversation
What are your goals, and why you are considering a change? This call is focused on getting to know you and hearing your story in your words, to launch the planning process to build out the right solution for your practice.
Step Two
A Search
Better understanding your goals, we’ll explore your options and present the best options for your consideration.
Step Three
An Introduction
After presenting your best options, we’ll arrange an introduction call with any Firms you are interested in meeting with. You drive this process. Most Advisors tend to focus on one Firm at a time, but you are free to move at your own pace and explore multiple Firms at a time to gather the information you need and compare options.
Step Four
A Decision
As you work through the process, we are here for a conversation anytime you have questions, giving you room to build your own relationships and ask your own questions, and getting involved if you need us.
Whether this is a one-on-one conversation, or you need us to go back for more information or even broaden the search, we work for you.
Step Five
A Promotion
Digital marketing is our secret sauce. Once you make a decision, we will step back and give you time to work through the paperwork process. But when you are ready, we will work with you to create promotional content to get the word out to your market to announce your move.