Overview

• Founded in 1999 and headquartered at 21155 N 56th St, Phoenix, Arizona, 85054
• Operates with 2 employees as a professional consulting and business development firm
• Specializes in staffing and recruiting for financial advisory practices, Registered Investment Advisory firms, and Broker/Dealers
• Focuses on helping financial services firms grow through recruitment of new advisors
• Provides expertise in mergers and acquisitions within the financial services industry

Specializations

• Mergers and acquisitions strategy for financial advisory practices
• Growth strategies through recruitment of financial advisors
• Permanent placement services for financial advisory firms
• Strategic planning for Broker/Dealers expanding via recruitment

Services & Approach

• Consulting for financial advisory firms on business development through recruitment
• Assistance in launching acquisition strategies for advisory practices
• Recruitment services for financial advisory practices seeking new advisors
• Strategic guidance on mergers and acquisitions in the financial services sector