Aaron Hasler Email & Phone Number

Wayzata, Minnesota, Us

In conjunction with our Succession Lending platform, SkyView Partners is a boutique investment bank focused exclusively on the needs of independent and registered financial advisors. We focus on providing financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring.Succession Lending underwrites the capital request and submits the advisory loan application to a network of lenders. As a result, advisors receive: • Immediate liquidity for sellers• Longer terms and lower monthly payments for buyers• Buyers with competitive rates and terms from competing banksOur Organization is dedicated to the preservation of the small business owner in the independent and registered investment advisory community. We strive to offer the independent and registered advisor the funding requisite to compete with industry consolidators who threaten the existence of small business ownership.

Manhattan Beach, California, Us

Selecting the right broker-dealer is an extremely important and personal decision – one of the most important you can make regarding your business. As an independent consultant I conduct firm due diligence on behalf of my clients. Firms look the same on the surface: size, payout, services, transition package, yet when you dig deeper and understand the nuances as well as the cultures of these companies, you become empowered and ensure the correct decision for your business and your client relationships. I will get to know you and your business, creating a profile of your business size, strategy, services model, staff and direction.I will help you:• Evaluate the broker-dealer and custodial landscape. • Assess and compare your options.• Advise on optimal transition strategy. • Negotiate up front monetary assistance and ongoing compensation.• Ensure that you are aligning with an exemplary business.

San Diego, Ca, Us

Financial Advisor recruiting; Financial Advisor placement. Director of recruiting, of financial advisors from all firms and channels to LPL. Consulted on advisor's business strategy and structure, including growth and marketing.

New client acquisition for firm focused in the Financial Institution marketplace. Built a network of financial advisors located in banks and credit unions to drive non-fee revenue income to FIs. 75 Financial Institutions, 160 Financial Advisors, $25M in Revenue.

Compliance and back office Manager, 5 support staff. Financial advisor recruiter. Financial institution partnerships.