Brian Shulstad Email & Phone Number

When considering a Broker Dealer or RIA change, how do you avoid the sales spin of each firm saying they are the best fit for you and your practice? Are you asking the right questions? Have you spoken to the right firms? It can be an overwhelming task while you are still trying to run your business and balance family life.This is where I come in. 1000s of advisors seeking to change Broker Dealers or RIAs have leveraged my experience of 29+ years in financial services and the last 17+ recruiting. I help these advisors by:-Unbiasedly educating advisors on the Broker Dealer/RIA Marketplace "What else is out there?"-Align advisors with firms that best compliment their business and goals-Act as an advocate with the advisor throughout the due diligence process to help ask the RIGHT questions and gather ACCURATE information-Negotiate on their behalf to maximize their upfront and ongoing economics at their new firmMy services are paid for by the Broker/Dealers, Custodians, RIAs and Aggregators. These firms all budget money to pay third party recruiters to provide them leads and the rate is fairly uniform across the industry. I am able to tap into that budget to provide unbiased and independent advice.

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  University Of Georgia - Terry College Of Business

  Finance