Here’s what advisors who’ve crossed the bridge have to say
Advisors share what it was like to work through a transition with Brian.
“
Brian was a great advocate for our practice. We were living in the stagnant waters of broker dealer land and the options he brought to me were innovative, effective and ultimately, I ended up with a much better match than if I’d been doing it on my own. Highly recommend Brian and his group if you’re an advisor and want something better out of your back-office relationship.
RF
Ryan Forster
Financial Advisor
“
If I hadn’t worked with Brian, I either would have stayed put out of fear or made the wrong move. He gave me the clarity I needed to decide with confidence.
JD
Jordan D.
Wirehouse → Independent RIA
“
Unlike other recruiters I spoke with, he took the time to actually listen to what I was looking for in a firm — not just push me toward the highest bidder.
SM
Sam M.
Regional Bank → Boutique RIA
“
It’s both a technical and emotional decision, and Brian was skilled at managing both sides of the process — always to our practice’s benefit.
RK
Rachel K.
National Broker-Dealer → Independent
“
His unbiased opinion and calm demeanor, coupled with countless phone calls along the way, made me feel confident in a decision that once felt overwhelming.
TP
Taylor P.
Wirehouse → Independent Practice
“
It’s hard to see outside the box when you’re in the box — which is exactly why I reached out to Brian in the first place.
MH
Morgan H.
Bank Advisor → Independent Broker-Dealer
“
Looking back, I know we would have made the wrong decision if we’d tried to sort through the options on our own.
AC
Alex C.
National Bank → Regional RIA
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