How it works
The One-Firm Match, start to finish
The five steps
Five steps. One recommendation.
Most searches fail because they start with meetings. Ours starts with a question: what would have to be true for you to move?
Confidential call
Thirty minutes with a member of our team. We ask about your practice, your clients, your wish list, and what is making you look. Nothing leaves the room.
Fit analysis
We compare your practice against the firms we know from the inside: economics, platform, culture, transition support, and what their last ten movers said.
One recommendation
We name the firm we believe fits, and we tell you why. If the honest answer is that you should stay where you are, we say that too.
Introduction
With your written permission, we introduce you to the decision-makers at that firm, not a call center. We sit in on the meetings if you want us there.
Transition
Offer review, package comparison, timeline planning, and a direct line to us through repapering and the first ninety days.
The timeline
Under 90 days, for most advisors
Week 1
Discovery call
Weeks 1 to 2
Fit analysis and recommendation
Weeks 2 to 6
Introductions and due diligence
Weeks 6 to 8
Offer, package review and decision
Weeks 8 to 12
Resignation and repapering
Most advisors we work with complete the move in under 90 days. Non-Protocol moves and large teams take longer, and we will tell you that on the first call.
What we will not do
Four things we will never do
Send your name to a firm without your written OK.
Recommend a firm because it pays a higher fee.
Tell you to move if staying is the better answer.
Disappear after the introduction.
What to bring to the first call
Your channel and firm, approximate trailing-12 production and advisory mix, whether you are under a retention note or non-solicit, and what is making you look. You do not need to bring a client list, and you should not. We never ask for client data.
Questions advisors ask
Straight answers
Yes. The broker-dealer or RIA you join pays our fee, the same way it pays for any other marketing. It is never deducted from your package or payout, and if you never move you owe nothing.
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.
Or call Chris Meinsen directly: 813-344-2880