We offer education on employment choices and facilitate connections to the the financial services industry’s most influential leaders.
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.