A comprehensive framework for evaluating firm alignment. Click each card to explore why it matters for your practice.
Culture is the heartbeat of any firm—the unspoken ethos that determines whether you'll feel respected as a peer or reduced to a production metric.
We probe for a culture of autonomy, collaboration, and mutual accountability, where experienced advisors like you are empowered to lead without micromanagement. Why it matters: In a high-stakes field like yours, misalignment here breeds quiet resentment and early exits. The right culture lets you advise with conviction, knowing the firm's values echo your own commitment to ethical, client-first service.
Beyond the walls of your practice lies a community of peers, mentors, and resources that can accelerate your growth or leave you isolated.
We evaluate the firm's ecosystem—peer advisory groups, regional events, and collaborative forums—for genuine connectivity, not superficial networking. Why it matters: As a successful advisor, you're not starting from scratch; you're scaling. A strong community provides the intellectual and emotional scaffolding to share best practices, tackle challenges, and celebrate wins, ensuring your practice evolves alongside like-minded professionals.
Compatibility ensures your daily rhythm—client workflows, tech integrations, and service protocols—syncs effortlessly with the firm's infrastructure, without forcing costly overhauls.
We scrutinize billing cycles, CRM interoperability, and compliance philosophies to confirm structural harmony. Why it matters: Friction here erodes efficiency and client trust. For advisors like you, true compatibility means your team hits the ground running, freeing you to focus on strategic planning rather than administrative headaches.
Capability assesses the firm's arsenal of resources—advanced planning software, specialized product access, marketing support, and dedicated back-office talent—to verify they enhance, not hinder, your service model.
We test for depth in areas like alternative investment access or multigenerational planning tools tailored to sophisticated clients. Why it matters: Your clients demand excellence; anything less risks commoditizing your expertise. Robust capabilities empower you to deliver bespoke advice, positioning your practice as the indispensable partner in their financial lives.
Compensation goes beyond the upfront check to encompass grid structures, trailing incentives, and equity pathways that align with your production history and growth trajectory.
We model real net economics, factoring in platform fees and retention bonuses, to reveal sustainable value. Why it matters: As a high-performing advisor, you deserve remuneration that honors your track record without strings that compromise your independence. Fair, transparent comp fuels loyalty and lets you reinvest in your team's development.
You're not just seeking a partner for today; you're building for a multi-decade horizon where uncertainties are inevitable.
Capital evaluates whether the firm has the financial depth—both now and in the future—to invest in all the things that are important to you: cutting-edge technology, enhanced service capabilities, acquisition support, or team expansions. We assess balance sheet strength, reinvestment commitments, and succession funding to confirm they can sustain your growth through market cycles and personal transitions. Why it matters: Your career is a marathon toward legacy. With solid capital, your practice—and the clients who've entrusted you for years—remains secure and scalable, allowing you to step back with confidence, not concern.
The 6C Continuum isn't a checklist; it's a narrative arc for your next chapter. We apply it early and rigorously, curating only those BD and RIA partners that form a true continuum—where culture inspires, community connects, compatibility streamlines, capability empowers, compensation motivates, and capital endures. For advisors who've mastered the art of intentional client relationships, this framework ensures your own path is equally deliberate. Ready to map yours? Let's start with a confidential alignment call.