You don’t have to do it alone.
Whether you are transferring accounts or changing RIA’s, transitions can be scary. Our team helps you plan for and execute your transition with a level of involvement that meets your comfort level. We will be there to guide you through the process and advocate on your behalf with a customized timeline, weekly calls, checklists and an experienced team of professionals working for you.
We offer partner firms a turn-key marketing solution and are here to help you tell your story in an interesting and motivational way. This service includes website development/monitoring, email marketing and social media strategy. Additionally, we share best practices between firms including sales decks, proposals and educational presentations, giving you proven materials that can be adapted to meet your firm and client goals.
Why not outsource your CFO role to a professional shared by the other partner firms? Get regular financial reports and a dedicated team of professionals to take your business reporting, monitoring and planning to the next level. Additionally, we offer a team of bookkeepers to assist with a variety of tasks giving you peace of mind and time to focus on your clients instead of your receipts.
- Succession planning
- Start-up assistance
- Transition management
- Brand development