Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry. We offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing head count, and monetizing the equity within a practice or business through negotiated mergers or simpleadvisor recruiting deals and packages.Elite Consulting Partners serves as your strategic consulting partner, within the financial services industry to maximizing the value of your business during a transition, growing your revenue through advisor acquisition, and exploring other opportunities to monetize the value in your business. We serve as the bridge connecting advisors and businesses to unbiased actionable opportunities. We deliver competitive intelligence to maximize your revenue and increase the equity within their practice or business. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker dealer, and the RIA landscape. We also partners with firms who have expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines. These partnerships allow us to deliver a complete turn-key consulting relationship experience. Our value-add is based upon our deep understanding, and relationships within the financial services industry, that consists of independent financial advisory firms, registered representatives, all levels of management, in-house recruiting departments, OSJs/Super OSJs, and wire-house senior management.

Largest complex in the regionManaged over 175 advisors and 250 employees with total revenue over $110mmImproved overall morale in the office within months of taking over position.Currently the #1 recruiter in the country at MSSB. 6 recruits YTD with 3.1mm in revenueRestructured complex from 6 offices to 4 officesWas instrumental in helping several advisors close multi-million dollar client relationshipsOn May 10th, 2011 was named as one of OnWallstreets Top 10 Managers of 2010.Competitive, results-oriented leader with experience leading and developing high-performing teams, articulate, highly-driven, and persuasive. Outstanding recruiter, coach, and mentor for successful professionals in the areas of wealth management, financial planning, asset management and business development. A creative, dynamic and innovative director that leads with a vision of success. Also known for being the "go to person" for solutions to complicated problems. A true professional that leads by example and executes on all corporate priorities.Specialties-Recruiting, Revenue Grower, Advisor and Team Coaching/Development, Financial Planning, Change Leader, Visionary/forward thinker, Problem solving skills, Sales Integration, Business and Marketing Development, A True Advisors Manager, FA and Support Staff/ Management Team Development-FINRA S7, 63, 65, 3, 9 & 10

2nd largest complex in RegionManaged over 115 advisors and 170 employees with $75mm in total revenue#1 office in 2010 for net new client assetsRecuited 4 advisors with average production of $750.000#1 complex in Region for average gross per FA at $650,000Maintained and created the highest client service model in the Region

Managed office of over 60 advisors and $25mm in total revenueRelocated and built brand new 25,000 sq. ft high-end retail office.#1 recuiter in the Region. 9 recruits with over 7mm in revenueIncreased avg. Gross per FA from $410,000 to $550,000#1 office with the fewest 5th ant FA's#1 office with highest gross per FA