Frequently Asked Questions

Advisors at every stage — wirehouse and bank advisors weighing independence for the first time, RIA principals evaluating a sale or succession, and teams comparing broker-dealer, hybrid, and independent models. Whether you manage $10 million or $10 billion, if you’re evaluating your options, I can help.

A recruiter employed by a specific firm has an obvious incentive: get you to join that firm. I don’t work for any single firm — I work for you. My guidance is built around your goals, not a placement quota, so you get an honest read on whether a move, or staying put, is actually right for you.

There is no cost to you. I am compensated by the firm you transition to, not by you — so my guidance stays focused on what’s actually the right fit, not what pays the biggest fee.

I work with advisors nationwide. Wherever you’re located, I have the relationships and market knowledge to support your search.

I maintain relationships with more than 150 wirehouses, independent broker-dealers, and RIAs across the country — from the largest national firms to boutique and regional players. That range means I can match you with the right fit, not just the most familiar name.

It starts with a simple, confidential conversation — no forms, no commitment required. From there, we’ll talk through your goals and I’ll help you understand what your options actually look like.

Absolutely. Many of my strongest relationships start this way. There’s no pressure to act — just an opportunity to stay informed on a fast-changing marketplace.

Always. Your current firm, your team, and your clients never need to know you’re exploring your options unless and until you decide to move forward. Confidentiality is the foundation of how I work.

Never. There’s no contract and no obligation. You can pause, slow down, or walk away from the process at any point, for any reason.

Yes. A termination doesn’t have to define your next move — in many cases, it opens the door to opportunities you may not have considered otherwise. I can help you understand your options and move forward with a plan.

Yes. Whether you’re planning a near-term sale, evaluating a succession plan, or simply want to understand what your practice could be worth, I can help you think through the process and connect with the right buyers or successors.