John Bone Email & Phone Number

Here is a brief outline of how I work with the advisors I represent.• I come to the table as an unbiased consultant. I have positioned myself to represent multiple firms and channels, so I am not looking to force any one firm. I work with wirehouses, regionals, independents, banks, private banks, and international platforms.• I will not begin to suggest anything until I get a feel of your business, goals, likes and dislikes. If I have something that makes sense (based on your parameters), I will present it. If I don’t, I will not waste our time. I will tell you and continue to stay in touch with you. • I will focus on making the process as efficient as possible. I will clearly educate the manager on your current business makeup, what you are looking for, and where your concerns lie. I will continue this communication with both sides throughout the due diligence process. I also make sure that you don’t attend ‘wasted’ meetings that don’t accomplish a specific goal.• I will use my knowledge of industry-wide offers, as well as specific offers from the firm you would be considering, to negotiate the best possible compensation package for you. Items may include- upfront money, backend targets, payouts, assistant compensation, job titles, deferred compensation, and countless others. Remember, I have a vested interest in getting you the best financial package possible.There are three areas of focus when I work with someone - I consult, I manage and I negotiate. Please feel free to call me if you have any additional questions on 310-373-7400 or my cell 562-499-9339

Listed skills include Microsoft Office, Entrepreneurship, Small Business, Customer Service, and 18 others.