For firms
Fewer introductions. Better ones.
Why our introductions show
One recommendation, already accepted
We send you advisors who have already decided your firm is the fit, because we made one recommendation and they took it. That is why our first meetings show.
90%
show rate on first meetings
Advisor Outreach placements, 2025 to 2026.
Working together
How we work with your business development team
We learn what makes your firm right for a given practice before we send anyone.
We give you honest feedback either way, including when the advisor chose someone else.
You never chase us for an update.
We stay involved from introduction through transition.
Start here
If you have been thinking about a move longer than you would admit, this is the call.
Thirty minutes. One recommendation. Nothing shared without your say.
Request a confidential call
Or call Chris Meinsen directly: 813-344-2880