At Oliver-Cross, we help Financial Advisors appreciate the various alternatives available to them in the marketplace. As recruiters, our job is to identify, educate and place Financial Advisors with the best option available. Whatever your motivation, whether the goal is growing your business or just a change of scenery, options exist.
Industry research indicates that of the 600,000 registered Financial Advisors in the United States, approximately 13% change firms each year. Why? While each situation is distinct, the impetus is always the search for a better platform for the Financial Advisor and his or her clients.
Our Senior Partners will work with you to to understand your business and your long-term strategy. Once we are clear about who you are, we begin the process of identifying the best platforms available consistent with your goals and objectives.
Through our years of experience in the business, we have developed a unique process of filtering. We understand the landscape and how to navigate it in order to reach the optimal solution. We know the firms, we know the management, and we know how to help you position yourself and/or your team to negotiate the best structural and financial arrangement.
Highly successful people understand what they are great at, whether it’s playing golf or building a house or giving investment advice. They understand the value of having a professional representative in this commercial endeavour.
If you are seriously reviewing your options and want an independent professional assessment of the potential opportunities available to you, give us a call.