Advisor Moves Information

If you’re seeking a new financial services affiliation for your practice or transitioning out of the business—you’re in the right place. Your Background Our clients are independent financial advisors seeking a new broker-dealer, RIA or hybrid, including: solo advisors, 3+ advisor practices seeking substantial growth within three years, as well as financial professionals moving from a bank or wire-house to the independent channel. Due Diligence & Introductions At AdvisorMoves, our recruiters facilitate your due diligence and introduce you to strategic partners who meet your unique requirements. We have established relationships with 60+ partners, and 5 opportunities at any given time, including W-2 and 1099. → → → See current listings here: advisormoves.com/current-opportunities Advisors Exiting the Industry For advisors transitioning out of the business, our team will introduce you to interested parties within our financial services network, including connections seeking a direct acquisition or to partner with exiting advisors. Our charge is coaching you through obtaining the maximum value for your business while helping you overcome obstacles and minimize taxes. Approach & Experience Our team has a combined 65+ years of industry knowledge, including corporate recruiting across multiple offices, financial advising and Super OSJ ownership. We have a clear understanding regarding how the industry works and where it’s headed. Our approach is collaborative while listening intently to your needs. Overall, we’ve matched more than 500 advisors with new affiliations, and another 50+ advisors seal transition deals. AdvisorMoves recruiters are hands-on, with a primary goal of finding you a partner that is the *right* fit—for you. Who pays for our services? Your new partner pays our fee with no impact on your financial offer. For More Information, Contact: Kurt Farnsworth, MBA, Vice President Kurt@advisormoves.com M: 530-638-6360 O: 828-579-4820 Ext.107