Michael Gordon Email & Phone Number

🎯 For the advisor saying, “There has to be something better than this…”In our industry, transitioning your business to a new RIA or BD is a major undertaking. How do you know if finding a new firm is worth it?You need answers to questions like:– How do I research and narrow down potential firms?– How do I tell what is sales spin and what is true about a firm?– Are there firms that better align with my practice’s values?– Will a transition be worth the work for my team?– How do I protect my clients from the firm I’m leaving?With so many questions, it’s tempting to stick with subpar firms that don’t support your growth–or worse, they limit your ability to serve clients.For the last 10+, these are the kinds of questions I have helped advisors answer. 👉🏽 👉🏽 The result: I have helped dozens of advisors transition to firms that support their growth and empower their ability to serve clients.I’m here to help you:✅ Better understand your options – is the grass really greener?✅ Create an unbiased shortlist of firms that best fit your vision and needs.✅ Perform thorough due diligence on potential BDs and RIAs + declutter sales spin✅ Advocate for the best possible deal for you, both upfront and long term🚨 Also–I guarantee complete financial transparency.🚨 You’ll always know exactly how I’m getting paid. No undisclosed incentives from BDs or RIAs to direct you to their firm. (If you’re considering working with someone, ask them about this.)You guide your clients by asking the right questions, uncovering their goals, and helping them chart a course of action. I’m here to do the same for you.

Listed skills include Series 63, Series 7, Certified Fund Specialist, Sequoia System Certified, and 1 others.