We’re available now, to help answer any question you have about your transition. Whether you’re already in talks or just considering.
We asked ML advisors what they're feeling. Here's what they said... 👀
Some of your colleagues that left
Mark Gregory | $5.2M
Terri Ucci | $4.4M
As one of the nation’s top recruiters for financial advisors, we’re known for helping advisors like you dig deep and find the answers to all your questions and negotiate a premium deal.
Steve Stabile | $8.2M
With more than 50 years of experience under our belt there is no situation or book of business we can’t move.
The Gershman Group was recently featured as the Go-To Consulting firm for Merrill Lynch advisors looking to do their homework about other firms and platforms.
Services We Provide
Our expert analytics staff provides insight into grid payouts for fee-based and transitional business, lending platforms, T&E and sales assistant support salaries, syndicate allocations, and deferred compensation schedules.
We will match the advisor to the most influential managers within the advisor’s locale, whether at a wire house, boutique, or on an independent platform. Give us a call, or visit our services page for more details on what we can provide for you.
Our consultants expertly diagnose an advisor’s deal economics using proprietary metrics to show how to optimally customize a package for maximum impact. Stated deal structures are never uniform and always negotiable – we specialize on getting the inside track on each and every deal.