No obligation. No pressure. Just an honest discussion about your practice and priorities.
The first step is simple: a 30-minute call to understand where you are, where you want to be, and whether a move makes sense.
Schedule directly, call, text, or email us—whatever works best for you
Book your confidential 30-minute call on our calendar. Choose morning, evening, or weekend slots.
Schedule Free 30-Min 6C Alignment CallPrefer to talk now? We'll call you back within 4 hours if we miss you.
(303) 246-4352M-F: 7 AM - 7 PM CT | Sat: 9 AM - 2 PM CT
Quick question? Send us a text—we respond within an hour during business hours.
(303) 246-4352Your number stays private
Share a few details and we'll reach out within 24 hours
A simple, transparent process designed around your schedule
We confirm your call time or respond via your preferred method.
A 30-minute confidential discussion about your situation and goals.
We provide feedback on whether a move makes sense and outline potential paths.
You decide if you want to explore opportunities, wait, or stay put. Zero pressure.
If moving forward, we run a complete 6C assessment of potential firms.
Firms compensate us only when we find the right long-term match.
Click any question to expand the answer
No. We never contact your current firm or colleagues without your explicit written permission. All conversations happen on your terms—personal cell, personal email, outside office hours. We've worked with hundreds of advisors. Not once has a current firm learned about our conversations unless the advisor chose to disclose it.
Absolutely not. Many advisors explore options for 6-12 months before making a decision. Some never move—they just wanted to understand their market value or confirm they're in the right place. There's no pressure, ever.
Nothing. The first conversation is exploratory. We'll ask about your current situation, what's working, and what you're looking for. You don't need financials or T12 statements prepared. If we move to a deeper analysis, we'll ask for specifics—but that's only if you want to move forward.
Zero. Ever. We're compensated by firms when we facilitate a successful match. You never pay us a dime. Our incentives are perfectly aligned: we only succeed when you find the right long-term home.
It varies widely. From first conversation to signing with a new firm typically takes 3-6 months, but we've seen it happen in 6 weeks and take 18 months. You control the pace entirely.
That's a completely valid outcome—and we'll tell you if we think it's the right call. Our job is to help you make the best decision for your practice, not to facilitate a move at all costs.
Fully independent. We represent advisors across all channels—wirehouses, regionals, independent broker-dealers, and RIAs.
Three things: (1) We use a systematic framework (6C Continuum) to evaluate all dimensions of alignment—not just compensation. (2) We provide 180-day post-transition support. (3) We measure success by whether you're still happy 3-5 years later, not by closing deals.
Built on confidentiality, independence, and alignment
Your current firm never knows we spoke unless you choose to tell them. Confidentiality isn't a promise—it's how we operate every day.
We represent you, not any single firm. True independence means honest guidance across all channels—wirehouses, RIAs, regionals, and independent platforms.
You never pay us. Firms compensate us only when we find the right match. Our incentives are perfectly aligned with yours: finding the right long-term match.
Explore these free resources first
The critical questions that reveal whether a firm is truly the right match—beyond the transition package.
Download PDFOur complete evaluation system for assessing potential firm moves across all six critical dimensions.
Download FrameworkDeal trends, platform changes, regulatory updates, and market intelligence for advisors exploring their options.
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