Blended Strategy ProFormas

Blended strategies encompass more than one and can include all, depending on an advisor’s specific situation. If you want to see what the projections look like if you monetize your practice through a W-2 recruiting deal and then compare a sunset exit strategy to selling into independence we can show you this as well.

Take a wirehouse team considering breaking away to independence and building something special. We can show blended Strategy ProFormas that compare independent channel options from a holistic perspective, encompassing the recruiting and compensation package, combined with hiring and acquiring projections, combined with succession and selling strategies.

In addition to showing you the numbers in these strategic scenarios, we also consult with you about which options are going to best meet your non-financial goals as well such as culture, support, and the realistic likelihood of achieving your goals with different firms and platforms.

We ask advisors to consider being as strategic and thoughtful about their own career goals and retirement planning as they are with their clients. Just like with your clients, having a strategy and a plan now will directly impact achieving your own short term and retirement financial goals.