Build the business you've always wanted.
or call/text me (Shaun) at (479) 629-5164
shaun@morganadvisorconsulting.com
The result is that their ability to design and build their best practice is ultimately stifled.
Many driven, entrepreneurial advisors stay too long at firms that no longer support their needs.
THE PROBLEM
The first step in my process is to understand you—your team, your current practice, and your vision for the future. The goal is for us to be working from a shared understanding of what success looks like, making it easy to identify what the right next step looks like for your practice.
Understanding your practice
Discover
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Once we have a clear picture of your needs, I'll provide you with organized information about firms across the industry and introduce you to the ones that best compliment your competencies and vision. I work with firms in all channels that provide varied levels of support services, including services for RIAs.
Exploring your options
Introduce
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Making an informed decision requires a structured approach, and that’s where my experience as a recruiter comes in. I’ve developed a framework to help you evaluate potential firms based on three key categories: infrastructure support, firm culture, and financial value.
Structuring your decision
Evaluate
3
Read my whitepaper
The Advisor's Guide to Evaluating Firms
Many advisors remain at firms that no longer serve them or their clients simply because they don't know where to begin the process of evaluating other environments. This white paper provides my high-level framework for advisors to assess the levels of support, cultures and financial incentives of different firms.
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